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 based in Suwanee, GA is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals.

Office Administrator, this individual will be responsible for all front office activities and administrative functions. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity!

What You’ll Do:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Schedule and confirm appointments with clients and assist with calendar management
• Offer beverages and hospitality to clients and guests
• Handle document management including scanning, copying, secure uploads and emails
• Order supplies, manage inventory, process mail
• Maintain the firm’s CRM (Redtail) through accurate data entry and database management
• Maintain office filing system, both paper and electronic
• Assist the team with various administrative tasks

What We’re Looking For:

• High School Diploma
• 1+ years of administrative office experience in a fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite including Excel, Zoom or other virtual meeting platforms and CRM’s
• Must be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Experience working in the financial industry is a plus!

What You’ll Get:

• $40k - $50k/year based on experience
• Health insurance
• PTO
• 401(k) with company match

Schedule:

• In office: Monday-Friday, 8:30am - 4:30pm
• Firm is open to a flexible work schedule

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com