Administrative Coordinator

1 week ago


Alpharetta, Georgia, United States Rockstar Full time
Job Opportunity

We are seeking a highly skilled Administrative Assistant to join our team in Alpharetta, GA. As a key member of our boutique wealth management group, you will provide critical support to our team, interact professionally with clients and prospects, and coordinate events.

Responsibilities:

  • Manage and track multiple tasks and assignments with attention to detail
  • Provide administrative support to our team, ensuring seamless day-to-day operations
  • Document and file meeting notes for easy access
  • Follow up on outstanding items to ensure timely completion
  • Manage calendars and emails, ensuring efficient communication
  • Oversee marketing campaign management, driving business growth
  • Execute event logistics, including set-up and take-down
  • Follow approved timelines to execute key business objectives
  • Own core business projects, driving firm growth and success
  • Ensure completion of essential business growth projects
  • Document and provide input for business-advancing marketing campaigns
  • Create a welcoming office environment for prospects and clients
  • Conduct meeting reminder calls, following a script to cover all details
  • Organize and manage local events, including set-up and clean-up
  • Work with Microsoft suite, CRM, and various office technologies
  • Capture important client and prospect information
  • Maintain office supplies regularly

Requirements:

  • 1-3 years experience as an Executive or Administrative Assistant
  • Bachelor's Degree preferred
  • Experience with Customer Relationship Management software preferred
  • Desire to be part of a purpose-driven team that supports others
  • Passion for serving people and providing excellent client experiences
  • High character, integrity, and trustworthiness
  • Alignment with organizations focused on serving others
  • Clear and effective communication skills, both in-person and over the phone
  • Detail-oriented with a thorough approach to information gathering
  • Systematic thinker who can weigh pros and cons and prioritize strategically
  • Task-driven with the ability to complete work quickly and accurately
  • Highly organized with the ability to find and access information as needed
  • Process-driven, capable of following systems to complete projects on schedule
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
  • Ability to leverage technology and external resources to efficiently complete projects


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