Job Description

Job Description

Job Description

About Us: At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant.

Position Overview:
We are seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Craig McDaniel. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks.

Key Responsibilities:

• Administrative Support: Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks.
• Data Entry: Enter and update client information into our client database system, ensuring accurate and up-to-date records.
• Personal Assistant: Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments.
• Client Interaction: Offer beverages, ensure client comfort, and maintain a welcoming office environment.

Qualifications:

• Strong organizational skills and attention to detail.
• Ability to multitask in a fast-paced setting.
• Positive and professional demeanor with excellent communication skills.
• Proficiency in Microsoft Office; experience with Red Tail Client Tracking Software is a plus.

Benefits:

• Dental and life insurance.
• Paid vacation days.
• 401(k) retirement plan.

Background Check Required

If you're a motivated individual with a passion for organization and client service, we want to hear from you! Apply today to join our team.

At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant / Receptionist

Company Description

At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant / Receptionist

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