Overview
Administrative Assistant Jobs in Suwanee, GA at Reed Financial Group, LLC
Title: Administrative Assistant
Company: Reed Financial Group, LLC
Location: Suwanee, GA
Company Description
Reed Financial Group, LLC has been a trusted advisor in financial planning and risk management since 1979, helping retirees and pre-retirees build personalized financial strategies. As a family-owned business, the company prides itself on fostering security, confidence, and peace of mind for clients in their retirement journeys. Specializing in comprehensive retirement plans, services include retirement income maximization, portfolio management, tax-smart strategies, long-term care planning, and legacy planning. With over four decades of experience, Reed Financial Group remains committed to protecting client assets as if they were their own. The firm operates out of Suwanee, Georgia.
Role Description
This is a full-time, on-site Administrative Assistant role based at the Suwanee, GA office. The Administrative Assistant will manage daily administrative tasks, coordinate schedules, handle clerical duties, and maintain effective communication with clients and team members. The individual will ensure efficient office operations, assist executives, and provide a professional and welcoming environment for both clients and team members.
Qualifications
- Administrative Assistance and Clerical Skills to manage schedules, organize documents, and support office operations effectively.
- Strong Phone Etiquette and Communication skills, ensuring professional and courteous interactions with clients and team members.
- Experience in Executive Administrative Assistance for supporting senior leaders and managing complex responsibilities.
- Attention to detail, organizational abilities, and adaptability in a fast-paced office environment.
- Proficiency in office software tools, such as Google Sheets and Microsoft Office Suite is strongly preferred.
- Previous experience in financial services or related industries is an advantage.
- High school diploma or equivalent required; an associate’s or bachelor’s degree is a plus.
