Administrative Coordinator

4 days ago

Alpharetta GA USA, United States Rockstar Full time
Rockstar Wealth Management Group

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
Requirements:
  • 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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