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We're Hiring! - Office Manager

Posted by on 23 March 2018 | 0 Comments

Careers at Charleston Financial Advisors

Charleston Financial Advisors, LLC (CFA) is a growing fee-only wealth management and financial planning company in Charleston, SC. CFA specializes in helping families and individuals achieve their financial goals. CFA seeks to develop deep, long-lasting client relationships and we look to do the same with our employees. Future employees will find an environment that is supportive, collaborative and highly ethical. Although growing, we plan to maintain a small office culture. We value work – life balance.

Office Manager

Responsible for overseeing daily office operations and delegating duties, maintaining software systems, creating, implementing and overseeing firm processes, managing vendor and outsource providers.

Qualifications include 3+ years’ experience in investment management and/or financial advisory services with a demonstrated ability to nurture and manage client relationships, Bachelor’s degree from an accredited college or university, excellent written and verbal skills, proficiency in planning and investment software, and Office products. Paraplanner or CFP® designation preferred.

If you are interested, please submit a cover letter describing yourself and what attracts you to the position along with your resume. Please email admin@charlestonfinancial.net and place the contents of your letter and resume into the body of the email. We do NOT accept email attachments or phone calls.

Charleston Financial Advisors, LLC is an Equal Opportunity Employer.  Candidates may be required to pass a drug test and background check. Charleston Financial Advisors, LLC is a Registered Investment Adviser, subject to SEC regulation, and requires all employees to disclose securities holdings and transactions.  Candidates are encouraged to request further information regarding these policies.


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