Administrative Assistant - Financial Firm - Kennesaw, GA
Administrative Assistant - Financial Firm - Kennesaw, GA
Posted on :
25-07-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 40000 - 50000
Vacancy
1 Vacancy
Posted on :
25-07-2025
Job Description
Administrative Assistant
Do you thrive in a fast-paced professional environment where attention to detail and excellent customer service are paramount Eissman Wealth Management LLC is seeking a dedicated Administrative Assistant to support daily operations and enhance the client experience in our Kennesaw GA office.
In this role youll be the first point of contact for our clientscontributing directly to the success of the business by ensuring a smooth and organized office environment. Youll work closely with the financial advisor and team handling key administrative responsibilities and building strong relationships with clients and prospects. This role is ideal for someone seeking long-term growth in the financial services industry and who enjoys creating meaningful client experiences while keeping operations running smoothly.
This is an excellent opportunity for someone who is organized personable and eager to grow within the financial services industry.
Minimum Requirements:
- 2 years of administrative or office support experience in a professional fast-paced environment
- Bachelors degree preferred
- Prior experience in the financial services industry a plus
- Proficiency in Microsoft Office Suite especially Excel
- Experience using CRM systems
This position requires that you possess the following skills:
- Strong communication skills both written and verbal
- Excellent organizational and time-management skills
- Proactive problem-solver with strong follow-through
- Friendly professional and client-focused demeanor
- High attention to detail and accuracy
- Team-oriented and able to work independently when needed
Responsibilities:
- Provide a warm and professional client-facing experienceboth in person and over the phone
- Schedule and confirm appointments; manage the advisors calendar
- Schedule tasks and workflows for staff and advisors to ensure timely follow-up and operational efficiency
- Prepare necessary paperwork and follow up to ensure timely completion of all required items
- Prepare meeting materials account summaries and follow-up documentation
- Maintain office supplies client correspondence and organized filing systems (paper and digital)
- Manage the CRM and Metrics reporting
- Record notes and key points from client conversations
- Assist with outreach efforts including newsletters blogs website updates
- Assist in preparing all efforts in event planning including logistics materials and client communications
- Provide operational support for client reviews financial plans and back-office initiatives
- Handle client requests and resolve basic service issues with professionalism and care
Salary:
- $40000$50000 based on experience
Benefits:
- PTO
- 401(k) after 1 year of employment
Hours:
- MondayFriday 9:00 AM5:00 PM
- Some evenings required for client events
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!
Employment Type
Full Time
Key Skills
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