Administrative Associate Receptionist
1 month ago
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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