Overview
Office Coordinator Jobs in Atlanta Metropolitan Area at ClariVise Private Wealth
Title: Office Coordinator
Company: ClariVise Private Wealth
Location: Atlanta Metropolitan Area
ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for an Office Coordinator in Alpharetta, GA. Additionally, the candidate should be able to communicate effectively, solve intermediate level problems, assist with basic office tasks, and manage their time efficiently.
Responsibilities
·      Answer incoming calls from clients, vendors, etc. and assisting them as needed
·      Place outgoing call to clients, vendors, etc. for service matters/appointment scheduling
·      Preparation of reports using Microsoft programs (e.g. Word, Excel)
·      Email/mail scheduled communications to clients
·      Greet clients upon arrival for appointments
·      Schedule/confirm appointments
·      Order office supplies
·      Document filing (electronic and physical)
·      Document preparation (printing, binding, etc.)
·      Paper shredding
·      Copying, printing, faxing
·      Check mail and process via internal systems
·      Prepare UPS packages for shipping
·      Maintain office calendars
·      Perform other duties and projects as assigned
Qualifications:
·      Demonstrate ability to handle multiple tasks in a fast-paced environment under supervision, with high attention to detail
·      Well-developed oral/written communication skills
·      Efficient problem solving abilities
·      Basic research and time management skills
·      Proficiency in Microsoft Office (Word, Excel, Outlook)
·      Knowledge in RedTail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred
·      Enjoy interacting with several people daily
Education & Experience:
·      Bachelor’s Degree preferred, High School diploma or GED required
·      A minimum of 2 years administrative/office support experience is preferred
