Top Data Management Executive jobs in Greenville, SC

Big Money is growing and expanding! This high-energy, people-first financial services leader is dedicated to serving its clients and employees.  We are looking for a positive, optimistic, energetic person to assist our uniquely gifted entrepreneur to take on future-oriented opportunities. Do you want to help lead the way to our vision and create what to others is unimaginable?  

You’ll be responsible for assisting our high-level executive with administrative duties such as greeting clients and visitors, making travel arrangements, overseeing itineraries, answering phone calls, and managing our office filing system. If you love the idea of stepping into a versatile role and working closely with leadership, we want to hear from you!

• Organize incoming information such as phone calls, voicemail messages, emails, and memos and report details to an executive
• Oversee scheduling, including arranging accommodations and travel, managing itineraries, and setting up team meetings
• Other assistant duties as assigned from executives such as pick up orders, and other personal assistant tasks
• Work with an executive to prepare for meetings and record minutes

• Following up after workshops, calling attendees to schedule appointments with advisors
• Assist with off-site events as needed
• Oversee all administrative aspects of workshop and seminar prep, including registrations, confirmations, certificates, badges, evaluations, and mailing materials to site when needed
• Prepare, scan, and copy documents as needed
• Maintain reception area for clients/visitors, greeting them and providing beverages/food for them as required
• Assist all departments with projects and daily tasks

• Accustomed to working on strict deadlines and handling confidential information
• Strong organizational skills, communication skills, time management skills, and interpersonal skills
• At least 2 years of experience as an executive assistant, or experience performing supportive duties
• Must be comfortable using Microsoft Office

• Strong attention to detail
• Problem solver
• Experience in the use of standard office equipment

Big Money Management is a retirement planning firm that provides personalized retirement planning services to individuals between 55 and 75 years old. Johnathan Burgess started Big Money Management in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.