Advisor Talent Solutions · 5 days ago
Part-Time Administrative Assistant - Atlanta, GA
Atlanta, GA
Full-time, Part-time
Onsite
Entry Level
$20/hr - $20/hr
2+ years expAdvisor Talent Solutions is representing Fujiyama Wealth Management, which is seeking a Part-Time Administrative Assistant in Atlanta, GA. The role involves supporting financial advisors by managing office tasks, enhancing client interactions, and ensuring efficient office operations.
AdviceConsultingStaffing Agency
Responsibilities
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
Qualification
Required
2 years of administrative office experience in a fast-paced environment
Advanced skills with MS Office Suite
CRM experience
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
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase