Administrative Assistant & Events Coordinator
We are looking for an Administrative Assistant to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing support to the team, interacting with clients and prospects in a professional and warm manner, and helping coordinate events.
Skills & Experience Needed:
- 1-3 years as an Executive Assistant or Administrative Assistant
- Bachelor’s Degree preferred
- Experience using Customer Relationship Management software is preferred
- Desire to be part of a team that is living with purpose, love to support others
- Care about serving people and the client experience is where you shine
- High character and integrity, trustworthy
- Alignment with organizations or groups whose mission is to serve others
- Clear and effective communication in person or over the phone
- Desire to know details and leave no stone unturned when gathering information
- Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
- Task-driven and have the ability to get things done quickly and accurately
- Organized and detail-oriented; able to find and access information when needed
- Process-driven and can follow a system to complete projects on schedule
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
Key Responsibilities:
- Organize, manage and track multiple detailed tasks and assignments that move the business forward
- Provide administrative support to the team
- Properly document meeting notes and file them in a systematic way for team to easily access
- Follow up on outstanding items until projects are completed correctly and on time
- Responsible for calendar management
- Responsible for email management
- Responsible for marketing campaign management
- Execute the set-up and take-down logistics of events for prospects and clients
- Follow approved timelines executing on key business objectives
- Own core business projects that drive growth in the firm
- Ensure completion of essential business growth projects
- Document and provide input into marketing campaigns that move the business forward
- Provide a warm and welcoming office environment to prospects and clients
- Conduct meeting reminder calls to clients and prospects following a script to ensure all details are discussed
- Organize and manage details for local events (including set-up and clean-up)
- Work in Microsoft suite / CRM / and various technologies around the office
- Capture important client and prospect information / details
- Maintain office supplies on a regular basis
Salary:
Benefits:
- Paid Time Off (PTO): 10 Days per calendar year
- Pay Increases: Increase pay and inflation adjustments annually is possible
- Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
- Health Benefits: Health plan is available
- Retirement: 3% contribution to 401k
- Fringe Benefits: Lunch catered out each day at the office
Hours:
- Monday-Friday, 9am-5pm (In office)
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
