Remote Administrative Coordinator – Financial Services

LJ Wleding; Atlanta (GA); Remote; USD 30,307 - 38,572; Full time

Job summary

LJ Wleding, a leading financial services firm based in Atlanta, GA, is seeking a highly organized Remote Administrative Assistant to join our growing team. This full-time remote role offers the flexibility to work from home while supporting our financial advisors.

You will manage calendars, handle communications, prepare documents, maintain client records, assist with onboarding and travel, and help keep the office running smoothly on a Monday–Friday schedule 9am–5pm EST.

Qualifications

• Proven experience as an administrative assistant or similar role.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office and other relevant software.
• Strong organizational and time management skills.
• Ability to work independently and prioritize tasks effectively.
• High level of professionalism and discretion when handling confidential information.
• Familiarity with financial services terminology is a plus.

Responsibilities

• Provide administrative support to the company's financial advisors and team members
• Manage calendars, schedule appointments, and coordinate meetings
• Answer and direct incoming calls and emails
• Prepare and edit correspondence, reports, and presentations
• Maintain client records and ensure accuracy and confidentiality
• Assist with client onboarding and account maintenance processes
• Handle travel arrangements and expense reports
• Manage office supplies and equipment inventory
• Participate in team meetings and take meeting minutes
• Perform other administrative tasks as needed

Skills

Administrative experience

Communication skills

Time management

Independent work

Discretion with confidential info

Tools

Microsoft Office

Email management software

Job description

LJ Wleding, a leading financial services firm based in Atlanta, GA, is seeking a highly organized Remote Administrative Assistant to join our growing team. This full-time remote role offers the flexibility to work from home while supporting our financial advisors.

You will manage calendars, handle communications, prepare documents, maintain client records, assist with onboarding and travel, and help keep the office running smoothly on a Monday–Friday schedule 9am–5pm EST.