Agency Admin

Ashford Advisors; Dunwoody (GA); On-site; USD 42,000 - 60,000; Full time

Job summary

Ashford Advisors in Dunwoody, GA seeks an organized Agency Administrator to be the first point of contact for clients and advisors, ensuring smooth daily operations in a fast-paced wealth management office. This role focuses on exceptional service and efficient administration.

You will handle reception, calls, policy servicing support, document management, and coordination with advisors, vendors, and clients, contributing to a professional, confidential service environment.

Qualifications

• 2+ years of administrative, customer service, office management, or financial services experience preferred.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Exceptional attention to detail.
• Professional, positive, and client-focused demeanor.

Responsibilities

• Greet clients and visitors with professionalism and warmth.
• Answer, screen, and direct incoming phone calls.
• Respond to general inquiries and provide exceptional customer service.
• Assist advisors and staff with day-to-day administrative support.
• Maintain a clean, organized reception area and common spaces.
• Order and manage office supplies and coordinate vendor needs.
• Assist with filing, scanning, copying, and document management.
• Provide backup support for incoming/outgoing mail, packages, and shipments.
• Prepare and submit paperwork for policy changes and service requests.
• Track outstanding requirements and follow up with carriers, advisors, and clients.
• Maintain accurate client records within agency systems.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Confidentiality

Time management

Microsoft Office

CRM systems

Team collaboration

Tools

CRM systems

Outlook

Excel

Job description

Ashford Advisors is a growing wealth management and financial services firm committed to providing exceptional service to our advisors and clients. We pride ourselves on professionalism, teamwork, and building meaningful relationships while helping individuals, families, and businesses achieve their financial goals.

We are seeking an organized, proactive, and personable Agency Administrator to join our team in our Dunwoody office. This individual will serve as the first point of contact for clients and advisors while ensuring the office operates efficiently each day.

Position Summary

The Agency Administrator plays a vital role in supporting the day-to-day operations of the agency. This position is responsible for providing exceptional customer service, managing administrative functions, supporting advisors with policy servicing, and assisting with office operations. The ideal candidate is detail-oriented, highly organized, enjoys working with people, and thrives in a fast-paced professional office.

Key Responsibilities

• Greet clients and visitors with professionalism and warmth.
• Answer, screen, and direct incoming phone calls.
• Respond to general inquiries and provide exceptional customer service.
• Assist advisors and staff with day-to-day administrative support.

Office Administration

• Maintain a clean, organized, and welcoming reception area and common spaces.
• Order and manage office supplies and coordinate vendor needs.
• Assist with filing, scanning, copying, and document management.
• Provide backup support for incoming and outgoing mail, packages, and overnight shipments as needed.
• Support general office projects and other administrative tasks as assigned.
• Process policy service requests and assist with in-force policy servicing.
• Prepare and submit paperwork for policy changes, beneficiary updates, ownership changes, and other service requests.
• Track outstanding requirements and follow up with insurance carriers, advisors, and clients.
• Maintain accurate client records within agency systems.
• Assist advisors with administrative support throughout the client service process.

Operations & Team Support

• Assist with agency meetings, events, and office initiatives.
• Support advisor onboarding and operational projects.
• Collaborate with team members to improve office efficiency and client experience.
• Perform additional administrative responsibilities as assigned.

Qualifications

• 2+ years of administrative, customer service, office management, or financial services experience preferred.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Exceptional attention to detail.
• Professional, positive, and client-focused demeanor.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Proficiency in Microsoft Office (Outlook, Word, Excel, and Teams).
• Ability to maintain confidentiality and exercise sound judgment.
• Preferred Qualifications
• Experience in financial services, insurance, or wealth management.
• Familiarity with policy servicing and CRM systems.
• Experience supporting multiple professionals in a collaborative office environment.

What We're Looking For

The ideal candidate is someone who:

• Enjoys interacting with clients and providing exceptional service.
• Takes initiative and is eager to learn.
• Is dependable, organized, and detail-oriented.
• Thrives in a collaborative, team-oriented environment.
• Demonstrates professionalism, discretion, and a strong work ethic.
• Is adaptable and willing to jump in wherever needed to support the team.