Office Administrator - Suwanee, GA
About The Position
Aileron Investment Advisors based in Suwanee, GA is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. As a Office Administrator, this individual will be responsible for all front office activities and administrative functions. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity!
Requirements
- High School Diploma
- 1+ years of administrative office experience in a fast-paced environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite including Excel, Zoom or other virtual meeting platforms and CRM’s
- Must be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Experience working in the financial industry is a plus!
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Schedule and confirm appointments with clients and assist with calendar management
- Offer beverages and hospitality to clients and guests
- Handle document management including scanning, copying, secure uploads and emails
- Order supplies, manage inventory, process mail
- Maintain the firm’s CRM (Redtail) through accurate data entry and database management
- Maintain office filing system, both paper and electronic
- Assist the team with various administrative tasks
Benefits
- Health insurance
- Dental insurance
- PTO
- 401(k) with company match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
