Client-Focused Office Administrator

Advisor Talent Solutions; Suwanee (GA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

PTO

401(k) with company match

Job summary

Aileron Investment Advisors in Suwanee, GA is seeking an Office Administrator to handle front-office and administrative functions for a retirement planning firm.

You will answer phones, greet clients, manage calendars, maintain the CRM (Redtail), and support the team in a fast-paced environment. Strong organizational skills and communication are essential; experience in financial services is a plus.

Qualifications

• High School Diploma required.
• 1+ years administrative office experience in a fast-paced environment.
• Proficient with Microsoft Office Suite and CRM systems.
• Able to multitask and maintain accuracy under pressure.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to build trust-based client relationships.

Responsibilities

• Answer phones and greet clients in a friendly, professional manner.
• Be the first point of contact for prospects and clients.
• Schedule and confirm appointments and assist with calendar management.
• Offer beverages and hospitality to clients and guests.
• Handle document management including scanning, uploading, and emailing.
• Order supplies, manage inventory, and process mail.
• Maintain the CRM (Redtail) with accurate data entry and filing.
• Assist the team with various administrative tasks.

Skills

CRM systems

Microsoft Office

Excel

Zoom

Time management

Communication

Education

High School Diploma

Tools

Redtail CRM

Job description

Aileron Investment Advisors in Suwanee, GA is seeking an Office Administrator to handle front-office and administrative functions for a retirement planning firm.

You will answer phones, greet clients, manage calendars, maintain the CRM (Redtail), and support the team in a fast-paced environment. Strong organizational skills and communication are essential; experience in financial services is a plus.