Emerald Asset Management – Rocky Mount, NC

Emerald Asset Management, Inc. is a boutique Registered Investment Advisory firm that manages money and provides financial advice to high-net-worth clients. We are seeking a detail-oriented and proactive Administrative Operations Coordinator to support our growing team. Our firm values discipline, clarity, and a commitment to excellence, offering a collaborative and rewarding environment for professionals looking to grow in the financial industry.

Key Responsibilities:

• Provide comprehensive administrative support, including scheduling, client communications, and     document management.
• Ensure smooth office operations with a focus on efficiency and regulatory compliance.
• Assist with client onboarding, maintain accurate records, and manage the CRM database.
• Support financial tasks such as processing paperwork and generating reports.

Qualifications:

• Proven experience in administrative or operations roles within the financial services industry.
• Strong organizational skills, attention to detail, and the ability to multitask.
• Clear, professional communication skills, both written and verbal, with the ability to present  information effectively to clients and team members.
• Proficiency in Microsoft Office Suite and CRM software.
• General knowledge of financial industry regulations.
• Bachelor’s degree preferred, but not necessary for the right candidate.

Compensation & Benefits:

• Competitive salary based on experience.
• Profit-sharing opportunities aligned with firm performance.
• Paid vacation and holidays to support work-life balance.
• Opportunities for professional growth and development within a respected investment firm.

How to Apply:

If you are a motivated professional looking to grow within a respected investment firm, we would love to hear from you. Please submit your resume to james.tharin@emeraldam.com.