Office Administrator - Suwanee, GA

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

Overview

Position: Office Administrator

Firm: Aileron Investment Advisors

Location: Suwanee, GA

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.

As an 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


• Excellent communication; written and verbal


• 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!

Pay & Perks

• $40k - $50k/year based on experience


• Health insurance


• Dental insurance


• PTO


• 401(k) with company match

Schedule

• In office: Monday-Friday, 8:30am – 4:30pm


• Firm is open to a flexible work schedule