What are the responsibilities and job description for the Administrative Assistant position at The Piedmont Group?
Interviewing now and ready to hire an experienced Administrative Assistant in Atlanta, GA. Hybrid to start, then remote.
Compensation: $50,000 base salary, plus quarterly bonus
We are looking for a highly organized and proactive, experienced Administrative Assistant to support the daily operations of a growing insurance and financial advisory practice. This individual will play a critical role in ensuring smooth business operations, assisting with administrative tasks, and helping manage internal team communication and accountability.
This opportunity offers career development and a pathway for career growth with proven success.
The ideal candidate is detail-oriented, tech-savvy, and able to manage multiple priorities with efficiency and professionalism. Experience in the insurance or financial services industry is required.
Responsibilities
- Follow up daily on pending insurance policies, underwriting cases, and application statuses
- Liaise with carriers and back-office teams to ensure timely approvals
- Manage and coordinate the executive’s calendar, schedule appointments, and confirm meetings
- Monitor and organize the executive’s email inbox, flagging key action items and responding when appropriate
- Track the progress and tasks of newly hired advisors
- Coordinate weekly follow-ups with staff and internal team members
- Prepare reminders, agendas, and task lists for internal meetings
- Assist with document organization, digital filing, and CRM updates
- Create simple reports or summaries related to advisor onboarding, policy status, or task completion
- Handle ad hoc administrative tasks and special projects as needed
Qualifications
- Proven experience as an Administrative Assistant, in a supportive role for more than one manager
- Industry experience in insurance or financial services
- Bachelor’s degree or related professional experience
- Authorized to work in the United States
- No need for Visa sponsorship
- Strong organizational and time management skills
- High attention to detail and the ability to manage follow-ups
- Professional written and verbal communication skills
- Self-starter who is resourceful and takes initiative
- Proficient in Microsoft Office, Google Workspace, and CRM platforms
About The Piedmont Group
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Salary : $50,000