Office Administrator to Financial Advisor (On-call)

Greater Perimeter Chamber; Brookhaven (GA); On-site; USD 60,000 - 80,000; Part time

Job summary

A financial services firm is seeking an Office Administrator to assist a Financial Advisor in Brookhaven. This temporary position offers flexibility and involves managing office operations, client interactions, and various administrative duties. Ideal candidates will be detail-oriented, organized, and possess strong client service skills. Experience in financial services is a plus, and proficiency in Microsoft Office is required.

Qualifications

• Strong organizational and follow-through skills essential.
• Experience in administrative or client service roles is preferred.
• Ability to work independently while managing multiple tasks.

Responsibilities

• Manage daily office functions and ensure operational efficiency.
• Greet clients and respond to inquiries with professionalism.
• Schedule appointments and manage the advisor’s calendar.

Skills

Attention to Detail

Organizational Skills

Client Service Skills

Microsoft Office

Education

Bachelor’s degree or equivalent work experience

Tools

CRM Systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Office Administrator to Financial Advisor (On-call)

We’re looking for a warm, detail-oriented professional to join our team as an Office Administrator and Assistant to a Financial Advisor. This is a temporary position with flexible hours, an onsite role offering meaningful work, variety in your day, and the peace of mind that comes with leaving work at work. Ideal for someone who thrives in a fast-paced environment, enjoys helping others, and takes pride in keeping operations smooth and clients well cared for.

Now Hiring: Office Administrator to Financial Advisor (with potential for growth)

Hours: Negotiable

Location: Onsite in Dunwoody/Brookhaven, GA

Ideal candidate:

• Friendly, professional demeanor with clients and colleagues
• Exceptionally organized, detail-driven, and comfortable working with numbers
• Able to manage multiple priorities calmly and effectively
• Self-starter who confidently makes decisions to keep things moving
• Discreet, trustworthy, and committed to delivering outstanding service
• Ability to learn new processes, software, and clients

Client-Facing Responsibilities:

• Greet clients and respond to phone/email inquiries with professionalism and care
• Prepare meeting materials and reports for client consultations
• Track and close action items from meetings

Operational & Administrative Duties:

• Manage daily office functions and ensure operational efficiency
• Schedule appointments, manage advisor’s calendar, and coordinate meetings
• Work within compliance of firm and industry procedures and policies

Business Development Support:

• Assist with execution of marketing initiatives, seminar planning, and client outreach campaigns
• Maintain and update CRM/contact management systems
• Support follow-up communications with prospects and clients

Skills & Qualifications:

• Strong attention to detail, with excellent organizational and follow-through skills
• Ability to work independently while managing multiple tasks and deadlines
• Skilled in Microsoft Office (Word, Excel, Outlook); comfortable with CRM and new technologies
• Experience in administrative or client service roles (financial services a plus)
• Bachelor’s degree or equivalent work experience preferred