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Part Time Administrative Assistant - Financial Firm - Atlanta, GA
$44k-56k (estimate)
Part Time
4 Days Ago
Advisor Employee Services is Hiring a Part Time Administrative Assistant - Financial Firm - Atlanta, GA Near Atlanta, GA
Part-Time Administrative AssistantDo 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 advisor 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:
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.
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
- Financial industry experience preferred
- 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
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- 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
- TBD
- Tuesday-Thursday, 10am-4pm
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.
Job Summary
JOB TYPE
Part Time
SALARY
$44k-56k (estimate)
POST DATE
06/08/2024
EXPIRATION DATE
07/06/2024
WEBSITE
aesplacement.com
HEADQUARTERS
Overland Park, KS
SIZE
<25
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