Administrative Coordinator
4 days ago
We are seeking a highly organized and detail-oriented 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 precision and attention to detail
- Provide exceptional administrative support to our team, ensuring seamless day-to-day operations
- Document and file meeting notes systematically for easy access and reference
- Follow up on outstanding items until projects are completed correctly and on time
- Manage calendars and emails with efficiency and accuracy
- Oversee marketing campaign management, ensuring timely execution and effective results
- Execute logistics for prospect and client events, including set-up and take-down
- Follow approved timelines to execute key business objectives and drive firm growth
- Own core business projects that drive firm growth and success
- Ensure completion of essential business growth projects and initiatives
- Document and provide input for business-advancing marketing campaigns
- Create a warm and 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 to streamline processes and improve efficiency
- Capture important client and prospect information with accuracy and attention to detail
- Maintain office supplies and ensure a well-stocked and organized workspace
- 1-3 years of 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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