Part-Time Administrative Assistant - Atlanta, GA

Advisor Employee Services

Posted on : 03-08-2025

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1 Vacancy

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Job Location

Atlanta, GA - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 03-08-2025

Job Description

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:

$20/hr

Hours:

Monday-Thursday 9:30am-4:30pm (Flexible)

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.

Employment Type

Part-Time

Company Industry

Key Skills

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About Company

Advisor Employee Services

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Part-Time Administrative Assistant - Atlanta, GA

Advisor Employee Services

Job Description

Employment Type

Company Industry

Key Skills

About Company

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