Executive Assistant

4 days ago


Atlanta, Georgia, United States Balentine Full time
Job Overview

Balentine LLC is a boutique wealth management firm seeking an Administrative Associate to join its Atlanta headquarters. As a key member of the team, you will provide critical support to three relationship managers, playing a vital role in the success and well-being of the organization.

Key Responsibilities
  • Meet all specified due dates for preparing and proofing materials for regular and ad hoc meetings, including account reports and financial planning documentation.
  • Coordinate internal team meetings by seeking attendee input and circulating meeting materials ahead of time.
  • Communicate with clients and Balentine executives to set up meetings within requested timeframes.
  • Track meeting frequency, attendees, preferences, and materials in Salesforce, providing necessary information to RMs.
  • Prepare and restore conference rooms before and after in-house meetings.
Support Functions
  • Provide administrative support for four relationship managers in Atlanta, including arranging internal meetings, coordinating logistics, and preparing meeting materials.
  • Coordinate travel needs and block calendars accordingly.
  • Complete expense reporting and store materials and notes in accordance with Balentine's cloud-based filing system within Box.
  • Assist with task-level project support, such as mass mailings and binding meeting materials.
  • Organize and coordinate department or client-related events.

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