Administrative Associate

Balentine•Atlanta, GA

5d•Onsite

About The Position

Balentine is seeking a dynamic individual to serve as an Administrative Associate (AA) in Atlanta. The AA role is part of a growing and fast-paced team in our Atlanta headquarters. By providing critical support to Relationship Managers (RMs), this person plays a significant part in the success and well-being of the organization. The successful candidate must be technologically savvy, proactive, efficient, and able to display a high level of professionalism and confidentiality at all times.

Requirements

Bachelor's degree
2-3 years similar experience
Proficient knowledge of MS Office Suite, video conferencing technology, and standard office administrative practices and procedures

Nice To Haves

1-2 years of experience in a professional services firm ideal
Experience with Adobe, Box, Concur and Salesforce a plus

Responsibilities

Meet all specified due dates for preparing and proofing materials for regular and ad hoc meetings, including but not limited to the production and binding of account reports and financial planning documentation as requested
Manage coordination of all internal team meetings by seeking attendee input and circulating meeting materials ahead of meetings
Communicate with clients and Balentine executives to set up all meetings in the requested timeframe
Track meeting frequency, attendees, preferences, and materials in Salesforce and provide necessary information to the RMs
Prepare and restore conference rooms before and after in-house meetings
Provide complete administrative support for assigned Relationship Managers in Atlanta:
Arranging for all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown
Coordinating travel needs and blocking off appropriate time on calendars
Preparing, printing, and binding any requested meeting materials
Storing all materials and notes in accordance with Balentine’s cloud-based filing system within Box
Complete expense reporting
Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting materials)
Working closely with the RMs to organize and coordinate any department or client-related events
Demonstrate in-depth understanding of Balentine technologies by inputting and maintaining correct records in Box and Balentine's client relationship management system, Salesforce
Work with Balentine’s IT team to expedite and resolve any technology problems on behalf of these executives
Become cross-trained on other administrative support roles and office coordination, such as providing back up to front-line responsibilities:
Operate a multi-line telephone console in answering all calls within three rings and routing callers to the appropriate party
Greet guests in lobby as they arrive, offer a beverage, and notify employees of their arrival; provide parking validations and any additional information as guests leave
Reset conference rooms and lobby area to prepare for incoming guests
Distribute and collect mail and packages