Job Description

Atlantic Private Wealth is seeking an experienced in-person assistant to support their top-performing financial advisory firm located in Chapel Hill, NC. This is a fast-paced, innovative environment full of extremely skilled, fun, smart people who are some of the best in the industry. The person in this role will work closely with the President of the company, Andrew Blass, to help with scheduling, drafting client correspondence, monitoring emails, and keeping up with tasks and projects. To start, duties will include answering phone and relaying messages; dealing with mail and deliveries; managing client and holiday gifts; food orders; and general office duties. This role will develop as you learn the ins and outs of the business and get to know the needs of the office. The ideal candidate will be proactive, responsible, organized, and perform well in high-stress situations. In addition to being a detailed person, you must be able to follow and create systems and processes. This is an in-person, full time position. The salary range is $50K to $60K annually. Salary will be determined on an individual basis and there is room for negotiation. 

ATLANTIC PRIVATE WEALTH IS COMMITTED TO INCLUSIVITY IN LIFE, WORK, AND BUSINESS. WE HIGHLY ENCOURAGE ALL GENDERS, BIPOC, AND THOSE IN THE LGBTQ AND DISABILITY COMMUNITIES TO APPLY.

EXPERIENCE WITH THE FOLLOWING IS REQUIRED:

1. 1-2 years office experience required

2. Professional client communication and support (both written and verbal)

3. Some project management experience is preferred

REQUIRED TASKS INCLUDE BUT ARE NOT LIMITED TO:

1. Scheduling appointments and time management support

2. Drafting written client communications

3. Task and Project Management

4. General office duties

5. Answering the phone and relaying messages

6. General organizational skills

WHO IS THIS JOB FOR?

1. You need to be someone with confidence, humor and a calm, professional demeanor. 

2. Attention to detail is extremely important. You need to nail down the details. You don’t race through work and get things done. You are more inclined to slow things down and get them done right. 

3. You need to be a person who loves to deliver remarkable experiences to other people. You have fantastic customer service skills and bring kindness, and problem solving to all your interactions.

4. The position requires solid professional communication skills, both written and spoken. 

5. This job requires clear and constant communication and honesty. It’s important to not let things fall through the cracks. If a mistake is made, we are not interested in excuses, but what you’ll do to make it right. We expect intelligence, energy, responsibility and a get it done attitude. When you have questions, you are encouraged to ask, rather than assume. Once you learn how to do something, we expect you to take full responsibility for it.

6. This position will require quick turn-around time on certain tasks.

7. This position requires reliable transportation to and from the office.

Company Description

Atlantic Private Wealth is a boutique financial planning and Advisory firm based in Chapel Hill, NC. The Atlantic team previously under Goldman Sachs and we’re consistently ranked among the top performing offices at the firm both in term of growth and client retention. Atlantic primarily works with US based high net worth family and institutions throughout the United States but also has clients in Europe, Asia and Africa.