Operations Team Member / Administrative Assistant

Ty J. Young Inc. Wealth Management; Atlanta (GA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Company-sponsored lunches and events

Opportunities for professional develop

Advancement opportunities

Job summary

Ty J. Young Inc. Wealth Management in Atlanta, GA is seeking a full-time, on-site Office Support Specialist to greet clients and vendors, open/close the office, digitize client data, and handle mail while assisting across departments. This role offers bonuses and robust benefits in a supportive team environment.

The ideal candidate is a motivated, client-service focused, detail-oriented self-starter with strong Microsoft Office skills and CRM experience.

Qualifications

• Proficiency in Microsoft Office required.
• Strong interpersonal and communication skills.
• Detail-oriented and precise.
• Ability to adapt and solve problems independently.

Responsibilities

• Greet clients and vendors.
• Open & close the office.
• Digitize client data and files.
• Handle incoming/outgoing company mail.
• Inbound client calls and direct to appropriate departments.
• Schedule and confirm appointments.

Skills

Microsoft Office

Interpersonal skills

Detail oriented

Problem solving

Tools

CRM Experience

Job description

Make a positive difference in clients’ lives. Team Members are well-trained and well-compensated. They are charged with and empowered to:

Provide Office Support:

• Greet clients and vendors


• Open & close the office

Assist Across Departments:

• Digitize client data and files


• Handle incoming/outgoing company mail

Greet and Assist Clients:

• Inbound client calls and direct to appropriate departments


• Schedule and confirm appointments

ARE YOU:

• A motivated, self-starter


• Client-service focused


• Detail-oriented and precision-focused


• Organized, proactive, and resourceful

DO YOU HAVE:

• Proficiency in Microsoft Office


• Strong interpersonal and communication skills


• A “figure it out” Mentality


• CRM Experience

WOULD YOU THRIVE IN:

• Company-sponsored lunches and events


• Opportunities for professional development & advancement

$55,000 + Bonuses with Max Benefits

Full-time, on-site role in Atlanta, GA

Ty J. Young Wealth Management is a nationwide wealth management firm.