Location: Charlotte, NC
Job Type: Full-time
Company: Linden Thomas & Company

About Us:
Linden Thomas & Company is a leading independent wealth management firm located in Charlotte, NC. With over 36 years of experience, we are dedicated to providing customized financial solutions to affluent investors. We are looking for a detail-oriented Administrative Assistant to join our team and support the daily operations of our office.

Position Overview:

The Administrative Assistant will provide high-level administrative support to the management team, ensuring the smooth operation of daily business activities. This role requires strong organizational skills, attention to detail, and the ability to handle multiple tasks efficiently. The successful candidate will be a proactive problem solver who can anticipate the needs of the office and maintain a professional and welcoming environment.

Key Responsibilities:

• Perform general administrative tasks such as answering phones, managing calendars, scheduling meetings, and handling correspondence.

• Assist with the preparation of client reports, presentations, and documentation.

• Maintain and organize office files, both physical and electronic, ensuring accurate record-keeping.

• Manage incoming and outgoing mail, including courier services, as needed.

• Coordinate travel arrangements and prepare detailed itineraries for the management team.

• Assist in organizing company events, meetings, and client appointments.

• Handle office supply management, ordering, and inventory tracking.

• Greet and assist clients, ensuring they feel welcomed and valued.

• Support the operations team with special projects as required.

• Maintain a clean, organized, and professional workspace.

• Handle confidential information with discretion and professionalism.

Qualifications:

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.

• 2+ years of experience in an administrative role, preferably in a financial services or corporate setting.

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Excellent communication skills, both written and verbal.

• Strong attention to detail and ability to manage multiple tasks with accuracy.

• Ability to work independently and as part of a team in a fast-paced environment.

• Excellent time management and organizational skills.

• Professional and friendly demeanor, with a customer-focused attitude.

• Experience with CRM systems and office management software is a plus.

What We Offer:

• Competitive salary and benefits package.

• Professional growth opportunities in a collaborative work environment.

• The opportunity to work with a leading wealth management firm that values both clients and employees.

This role is perfect for an individual who is organized, efficient, and enjoys supporting a team in a professional setting while contributing to the success of the company.