Advisor Talent Solutions
Part-Time Administrative Assistant - Atlanta, GA
Advisor Talent Solutions, Atlanta, Georgia, United States, 30383
Part-Time Administrative Assistant
Fujiyama Wealth Management in Atlanta, GA is looking for a strong PART-TIME Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisors to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements
2 years of administrative office experience in a fast-paced environment
Advanced skills with MS Office Suite
CRM experience
Required Skills
Ability to prioritize projects and manage time
Savvy customer service, to include excellent communication, both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Responsibilities
Answer phones and greet clients in a friendly, positive, and warm manner
Maintain office supplies and outgoing correspondence
Database management
Set appointments with clients and assist the Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Maintain office filing system, both paper and electronic
Record notes from client conversations
Other industry-specific tasks as needed
Book all travel arrangements
Maintain advisors' personal calendar and projects
Follow through on any outstanding projects
Maintain confidential information
Personal errands for the advisor
Assist in preparing for events
Salary
$20+/hr.
Hours
Tues-Thu, 4 hours a day (Flexible)
Ideal for stay-at-home parents or students finishing up college!
Pay Range: $20 per hour
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The ideal candidate for this role will be someone who has the desire to work in the financial industry and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements
2 years of administrative office experience in a fast-paced environment
Advanced skills with MS Office Suite
CRM experience
Required Skills
Ability to prioritize projects and manage time
Savvy customer service, to include excellent communication, both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Responsibilities
Answer phones and greet clients in a friendly, positive, and warm manner
Maintain office supplies and outgoing correspondence
Database management
Set appointments with clients and assist the Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Maintain office filing system, both paper and electronic
Record notes from client conversations
Other industry-specific tasks as needed
Book all travel arrangements
Maintain advisors' personal calendar and projects
Follow through on any outstanding projects
Maintain confidential information
Personal errands for the advisor
Assist in preparing for events
Salary
$20+/hr.
Hours
Tues-Thu, 4 hours a day (Flexible)
Ideal for stay-at-home parents or students finishing up college!
Pay Range: $20 per hour
#J-18808-Ljbffr