Client-Focused Office Administrator

Aileron Investment Advisors; Suwanee (GA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) with company match

Job summary

Aileron Investment Advisors in Suwanee, GA seeks an Office Administrator to handle front-office tasks and daily administrative functions, ensuring a smooth client experience.

You will answer calls, greet clients, schedule appointments, manage calendars, and support the team with document handling and CRM data integrity. A strong multi-tasker with attention to detail will thrive in this fast-paced environment.

Qualifications

• High School Diploma required.
• 1+ years of administrative office experience in a fast-paced environment.
• Proficient with Microsoft Office Suite and virtual meeting platforms (Zoom, etc.).
• Experience with CRM systems and data entry.
• Strong organizational skills and attention to detail.

Responsibilities

• Answer phones and greet clients professionally.
• Serve as first contact for prospects and clients.
• Schedule and confirm appointments; manage calendars.
• Maintain document management and filing systems.
• Maintain CRM data and records accuracy.
• Order supplies and manage office inventory.
• Support team with administrative tasks.

Skills

Administrative support

Microsoft Office

CRM experience

Customer service

Education

High School Diploma

Tools

Redtail CRM

Job description

Aileron Investment Advisors in Suwanee, GA seeks an Office Administrator to handle front-office tasks and daily administrative functions, ensuring a smooth client experience.

You will answer calls, greet clients, schedule appointments, manage calendars, and support the team with document handling and CRM data integrity. A strong multi-tasker with attention to detail will thrive in this fast-paced environment.