Administrative Assistant - Financial Services

SearchLogic Recruiting LLC; Atlanta (GA); On-site; USD 48,000 - 50,000; Full time

Benefits offered by this job

Group Health Insurance

401(k)

Paid Time Off

Paid Holidays

Job summary

A respected Financial Services firm in Atlanta is looking for a motivated Entry-Level Administrative Assistant to enhance client experience and provide operational support. This full-time role offers a competitive salary between $48,000 to $50,000 annually, along with health insurance, a 401(k), and paid time off. Ideal for recent graduates aiming to launch a finance career while working closely with Financial Advisors.

Qualifications

• Internship or previous administrative experience preferred.
• Strong proficiency in Microsoft Office Suite and comfort with new technology.
• Team-oriented attitude with strong interpersonal skills.

Responsibilities

• Coordinate, schedule, and track client meetings for Financial Advisors.
• Serve as a primary point of contact for client inquiries and account updates.
• Assist Advisors with marketing initiatives and event coordination.

Skills

Detail-oriented

Organizational skills

Written communication

Verbal communication

Microsoft Office Suite proficiency

Interpersonal skills

Education

Bachelor’s degree in Finance or a related field

Tools

Microsoft Office Suite

Job description

Administrative Assistant - Financial Services

Location: Atlanta, GA 30305 (Buckhead) | Position: Full‑Time | Pay: $48,000.00–$50,000.00 per year (including $50,000 base + benefits) | Hours: Standard business hours with no overtime.

One of Atlanta’s most respected Financial Services firms is seeking a motivated Entry‑Level Administrative Assistant to join its Buckhead office. This is an excellent opportunity for a recent college graduate looking to launch a career in finance while gaining hands‑on experience supporting high‑performing Financial Advisors and their clients.

The Administrative Assistant will play a key role in enhancing the client experience by providing operational, service, and administrative support. Success in this role comes from developing a strong understanding of the firm’s processes, systems, and service standards—enabling you to anticipate needs, resolve issues efficiently, and deliver outstanding client support.

Key Responsibilities

• Coordinate, schedule, and track client meetings for Financial Advisors
• Serve as a primary point of contact for client inquiries, account updates, and general service requests
• Support onboarding of new clients and maintain accurate account documentation
• Assist Advisors with marketing initiatives, client outreach, and event coordination
• Manage and update CRM database; track leads and prepare sales and activity reports
• Assist with preparing proposals, investment reviews, and performance summaries
• Support firmwide projects and contribute to ongoing operational improvements

Qualifications

• Bachelor’s degree in Finance or a related field
• Internship or previous administrative experience preferred
• Strong proficiency in Microsoft Office Suite and comfort with new technology
• Detail‑oriented with excellent organizational and follow‑through skills
• Strong written and verbal communication abilities
• Team‑oriented attitude with strong interpersonal skills

Compensation and Benefits

• Salary: $48,000.00–$50,000.00 per year (including $50,000 base + benefits)
• Annual Bonus: eligible
• Schedule: Full‑time, onsite in Buckhead
• Hours: Standard business hours with no overtime
• Group Health Insurance
• 401(k)
• Paid Time Off
• Paid Holidays