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Administrative Coordinator

1 month ago


Alpharetta GA USA, United States Rockstar Full time

Rockstar is seeking a highly organized and detail-oriented Administrative Coordinator to support our boutique wealth management group in Alpharetta. The ideal candidate will provide administrative support to the team, interact professionally with clients and prospects, and coordinate events. Key responsibilities include:

  • Organizing and managing multiple tasks and assignments
  • Providing administrative support to the team
  • Documenting and filing meeting notes for easy team access
  • Following up on outstanding items until projects are completed correctly and on time
  • Managing calendars and emails
  • Overseeing marketing campaign management
  • Executing event logistics for prospect and client events
  • Following approved timelines to execute key business objectives
  • Driving firm growth through core business projects

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