Eissman Wealth Management LLC is hiring: Administrative Assistant in Kennesaw

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Eissman Wealth Management LLC provided pay range

This range is provided by Eissman Wealth Management LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $50,000.00/yr

Do you thrive in a fast-paced, professional environment where attention to detail and excellent customer service are paramount? Eissman Wealth Management is seeking a dedicated Administrative Assistant to support daily operations and enhance the client experience in our Kennesaw, GA office.

In this role, you’ll be the first point of contact for our clients—contributing directly to the success of the business by ensuring a smooth and organized office environment. You’ll work closely with the financial advisor and team, handling key administrative responsibilities and building strong relationships with clients and prospects. This role is ideal for someone seeking long-term growth in the financial services industry and who enjoys creating meaningful client experiences while keeping operations running smoothly.

This is an excellent opportunity for someone who is organized, personable, and eager to grow within the financial services industry.

• 2+ years of administrative or office support experience in a professional, fast-paced environment
• Prior experience in the financial services industry a plus
• Proficiency in Microsoft Office Suite, especially Excel
• Experience using CRM systems

This position requires that you possess the following skills:

• Strong communication skills, both written and verbal
• Excellent organizational and time-management skills
• Proactive problem-solver with strong follow-through
• Friendly, professional, and client-focused demeanor
• High attention to detail and accuracy
• Team-oriented and able to work independently when needed

Responsibilities:

• Provide a warm and professional client-facing experience—both in person and over the phone
• Schedule and confirm appointments; manage the advisor's calendar
• Schedule tasks and workflows for staff and advisors to ensure timely follow-up and operational efficiency
• Prepare necessary paperwork and follow up to ensure timely completion of all required items
• Prepare meeting materials, account summaries, and follow-up documentation
• Maintain office supplies, client correspondence, and organized filing systems (paper and digital)
• Manage the CRM and Metrics reporting
• Record notes and key points from client conversations
• Assist with outreach efforts including newsletters, blogs, website updates
• Assist in preparing all efforts in event planning, including logistics, materials, and client communications
• Provide operational support for client reviews, financial plans, and back-office initiatives
• Handle client requests and resolve basic service issues with professionalism and care
• $40,000–$50,000 based on experience
• PTO
• 401(k) after 1 year of employment

Hours:

• Monday–Friday, 9:00 AM–5:00 PM
• Some evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant 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 at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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