SearchLogic Recruiting LLC · 1 day ago
Administrative Assistant - Financial Services
Atlanta, GA
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $50K/yrSearchLogic Recruiting LLC is one of Atlanta’s most respected Financial Services firms, and they are seeking a motivated Entry-Level Administrative Assistant to join its Buckhead office. This role involves providing operational, service, and administrative support to enhance the client experience and assist Financial Advisors.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Nathan Rozell - Hiring Now
Responsibilities
Coordinate, schedule, and track client meetings for Financial Advisors
Serve as a primary point of contact for client inquiries, account updates, and general service requests
Support onboarding of new clients and maintain accurate account documentation
Assist Advisors with marketing initiatives, client outreach, and event coordination
Manage and update CRM database; track leads and prepare sales and activity reports
Assist with preparing proposals, investment reviews, and performance summaries
Support firmwide projects and contribute to ongoing operational improvements
Qualification
Required
Bachelor's degree in Finance or a related field
Strong proficiency in Microsoft Office Suite and comfort with new technology
Detail-oriented with excellent organizational and follow-through skills
Strong written and verbal communication abilities
Team-oriented attitude with strong interpersonal skills
Preferred
Internship or previous administrative experience preferred
Benefits
Group Health Insurance
Dental & Vision
401(k)
Paid Time Off
Paid Holidays
Company
SearchLogic Recruiting LLC
SearchLogic Recruiting has a proud history of Professional Search and Staffing services with a focus on Accounting/Finance, Administrative and Marketing placement.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase