Overview

Office Administrator Jobs in Roswell, GA at Bella Advisors

Title: Office Administrator

Company: Bella Advisors

Location: Roswell, GA

Office Administrator

Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Bella Advisors in Roswell, GA is seeking an Office Administrator to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team members. The ideal candidate will be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

HS Diploma

1+ years of experience in working in a fast-paced office environment

Proficient skills with MS Office Suite

Industry experience preferred, but not required

This position requires that you possess the following skills:

Strong organizational skills and strong attention to detail

Proficient with filing, phone systems, faxing, and scanners

Excellent communication skills; both verbal and written

Calendar management

Exceptional phone skills

Sincere and caring attitude

Great sense of humor

Provide outstanding client service

Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Responsibilities:

This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

Answer phones and greet clients in a friendly, warm manner

Ensure vendor supplies are stocked for client meetings

Record notes from client conversation in an accurate manner

Enter and maintain databases of clients and prospects

Manage filing system

Attend and contribute to team meetings

Maintain the office environment in an immaculate and organized condition

Maintain job-related/industry specific compliance files

Assist in organizing events, event supplies, and promotional material

Assist in the coordination of various vendor/client events

Develop and mail letters to clients for various purposes upon request

Prioritize daily tasks to be proactive in time management

General back up support for all other positions consisting of varied tasks as needed

Salary:

$40,000 + bonus

Benefits:

Health Insurance

PTO

401 (k)

Hours:

Monday – Thursday 9am-5pm; Friday 9am-4pm

In office

Some evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Office Administrator 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 and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which 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!

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