Company Description
Richon Planning, LLC. is an independent investment, insurance, and financial services firm based in the Research Triangle Park, serving clients in North Carolina and beyond. We offer comprehensive planning, protection, savings strategies, and investment planning for individuals and businesses, focusing on helping clients achieve their financial goals. Our business is built on service, trust, and integrity, with a team of professional advisors dedicated to personalized wealth and retirement planning.
Role Description
This is a full-time on-site role at Richon Planning LLC in Fuquay-Varina, NC for an Administrative Assistant. The role involves tasks such as providing administrative assistance, maintaining phone etiquette, effective communication, executive administrative support, and utilizing clerical skills in daily operations.
Qualifications
- Administrative Assistance and Executive Administrative Assistance skills
- Phone Etiquette and Communication skills
- Clerical Skills
- Strong organizational and time management abilities
- Attention to detail and accuracy in work
- Proficiency in Microsoft Office suite, Mac OS, scheduling, & calendar management
- Experience in financial services industry is a plus
- Associate's degree in Business Administration or related field preferred
