Part-Time Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?
Fujiyama Wealth Management in
Atlanta, GA is looking for a strong
PART-TIME Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisors to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today.
The ideal candidate for this role will be someone who has the desire to work in the financial industry and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must.
Minimum Requirements: - 2 years of administrative office experience in a fast-paced environment
- Advanced skills with MS Office Suite
- CRM experience
This position requires that you possess the following skills: - Ability to prioritize projects and manage time
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good-natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Responsibilities: Assisting the Financial advisors in managing the branch office to exceed client and regulatory expectations include but are not limited to:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Maintain office supplies and outgoing correspondence
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Other industry-specific tasks as needed
- Book all travel arrangements
- Maintain advisors' personal calendar and projects
- Follow through on any outstanding projects
- Maintain confidential information
- Personal errands for the advisor
- Assist in preparing for events
Salary: Hours: - Tuesday-Thursday, 10am-4pm
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fujiyama Wealth Management and Cambridge are not affiliated.