Administrative Associate Receptionist

1 month ago


Alpharetta, United States Innovative Financial Group Full time
Job DescriptionJob Description

Join our team at Innovative Financial Group

Are you organized and responsible with a passion for providing exceptional administrative support? Innovative Financial Group is currently seeing an Administrative Associate Receptionist to join our team on-site at our Alpharetta, GA office.

About Us:

We are a leading financial advisory firm committed to providing tailored solutions and exceptional service to our clients. As an Administrative Associate Receptionist, you’ll play a crucial role in supporting the supervising financial advisors and contributing to the success of our firm.

Responsibilities

  • Provide comprehensive administrative support to our financial advisors, including assistance with account creation and client service
  • Coordinate life insurance applications, arrange paramedical requirements, and liaise with case managers and underwriters
  • Prepare and process service requests from clients
  • Assist with retirement plan administration through new plan set up to participant enrollment
  • Coordinate with team members to accomplish the common goal of providing exceptional service.
  • Maintain a welcoming and professional lobby by greeting clients and visitors promptly

Basic Qualifications:

  • Bachelor’s Degree preferred; however, a minimum of three years’ experience in an administrative role will be considered in lieu of degree
  • Ability to pass a background check (following offer acceptance, mandatory regulatory requirements include a background check and fingerprinting)
  • Advanced proficiency with Microsoft Office; CRM platform knowledge a plus
  • Self-motivated with strong time management skills
  • Excellent verbal and written communication skills
  • Demonstrated adaptability and maturity in interpersonal interactions
  • Commitment to maintaining high levels of integrity and confidentiality

Compensation:

  • Competitive compensation commensurate with experience and qualifications
  • Full-time position (40 hours/week) with paid time off and additional paid holidays
    • This position does NOT have potential for hybrid or remote, it is an on-site position only.
  • Comprehensive health insurance benefits and 401(k) offering with competitive matching

If you are ready to join a driven team and contribute to our success, we invite you to apply for the Administrative Assistant Receptionist position at Innovative Financial Group today.



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