Job ID: 49064
Location: Alpharetta, Georgia
Employment Type: Direct Hire
Last Updated: 4 days ago
Direct hire opportunity with a full-time, 100% in-office schedule.
Responsibilities:
- Manages and coordinates client request, including financial transactions, account openings and maintenance, organizes client meetings and responds to client inquiries in a professional manner
- Proactively responds to urgent needs and understands the company’s financial planning philosophy
- Maintains accurate electronic database of prospect and client information
- Ensures compliance with policies and procedures
- Provides administrative support including managing quarterly billing, scheduling client/team meetings, and managing the expense reporting process
- Builds efficiencies and effectiveness into administrative and clerical tasks
Qualifications:
- Bachelor’s degree preferred
- Proficient in Microsoft Office
- 3+ years of professional experience
- Strong technical aptitude
- Sharp organizational skills
- Great communication skills
- High level of professionalism
Benefits & Compensation:
- $55,000 – $65,000
- Vacation & holiday schedule
- Employer sponsored health insurance
- Contributing retirement
