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Strategic Support Professional

1 month ago

Atlanta, Georgia, United States Accountants One Full time

Accountants One is a well-established organization seeking an experienced Administrative Assistant to provide in-depth services to existing clients. This role offers a unique opportunity for career advancement, with the potential to obtain multiple security licenses and progress in your wealth management career if desired.

This full-time position is based in Buckhead and requires strong organizational skills, exceptional communication skills, and the ability to multitask. The ideal candidate will be proactive, responsive, and able to manage underwriting for clients while maintaining calendars, managing emails, and scheduling follow-up appointments.

The successful candidate will have a college degree and possess strong organizational skills. They will be responsible for performing day-to-day service-related tasks, assisting with the preliminary phases of the financial planning process, and requesting client documents. The individual must also have excellent communication skills, including the ability to get on calls and respond proactively to requests.

Responsibilities:

  • Day-to-day service-related tasks for the investment operations side of the business
  • Assist with the preliminary phases of the financial planning process, including requesting client documents and following up to ensure delivery
  • Maintain calendar, manage emails, and schedule follow-up appointments
  • Manage underwriting for clients (training provided)

Requirements:

  • College degree preferred
  • Exceptional communication skills and willingness to engage in phone calls
  • Strong organizational skills and ability to multitask

In this role, you can expect a competitive salary of approximately $70,000 per annum, making it an attractive opportunity for those looking to advance their careers in wealth management. If you are a motivated and organized individual with excellent communication skills, please apply for this exciting opportunity.