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Administrative Support Specialist

4 weeks ago


Alpharetta, Georgia, United States Family Wealth Strategies Full time

Family Wealth Strategies, a dynamic Financial Planning firm in Prospect, KY, is seeking a highly skilled Office Assistant/Front Desk Receptionist to ensure smooth day-to-day operations and provide exceptional customer service to the firm's prospects, clients, and team members.

The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management, and welcoming clients to the office.

Key Responsibilities:

  • Answer phones and greet clients in a friendly, warm manner
  • Ensure vendor supplies are stocked for client meetings
  • Record notes from client conversations in an accurate manner
  • Enter and maintain databases of clients and prospects
  • Manage filing system
  • Attend and contribute to team meetings
  • Maintain the office environment in an immaculate and organized condition
  • Maintain job-related/industry-specific compliance files
  • Assist in organizing events, event supplies, and promotional material
  • Assist in the coordination of various vendor/client events
  • Develop and mail letters to clients for various purposes upon request
  • Prioritize daily tasks to be proactive in time management
  • General backup support for all other positions consisting of varied tasks as needed

Requirements:

  • HS Diploma
  • 2+ years of experience working in a professional office and fast-paced environment
  • Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms
  • Industry experience preferred, but not required

Benefits:

  • Health Insurance
  • 401k
  • PTO

Work Schedule:

  • Monday -Friday: 8:00 am – 5:00 pm

Salary: $30,000 - $40,000