Wealth Office Administrator & Client Services

Ashford Advisors; Dunwoody (GA); On-site; USD 42,000 - 60,000; Full time

Job summary

Ashford Advisors in Dunwoody, GA seeks an organized Agency Administrator to be the first point of contact for clients and advisors, ensuring smooth daily operations in a fast-paced wealth management office. This role focuses on exceptional service and efficient administration.

You will handle reception, calls, policy servicing support, document management, and coordination with advisors, vendors, and clients, contributing to a professional, confidential service environment.

Qualifications

• 2+ years of administrative, customer service, office management, or financial services experience preferred.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Exceptional attention to detail.
• Professional, positive, and client-focused demeanor.

Responsibilities

• Greet clients and visitors with professionalism and warmth.
• Answer, screen, and direct incoming phone calls.
• Respond to general inquiries and provide exceptional customer service.
• Assist advisors and staff with day-to-day administrative support.
• Maintain a clean, organized reception area and common spaces.
• Order and manage office supplies and coordinate vendor needs.
• Assist with filing, scanning, copying, and document management.
• Provide backup support for incoming/outgoing mail, packages, and shipments.
• Prepare and submit paperwork for policy changes and service requests.
• Track outstanding requirements and follow up with carriers, advisors, and clients.
• Maintain accurate client records within agency systems.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Confidentiality

Time management

Microsoft Office

CRM systems

Team collaboration

Tools

CRM systems

Outlook

Excel

Job description

Ashford Advisors in Dunwoody, GA seeks an organized Agency Administrator to be the first point of contact for clients and advisors, ensuring smooth daily operations in a fast-paced wealth management office. This role focuses on exceptional service and efficient administration.

You will handle reception, calls, policy servicing support, document management, and coordination with advisors, vendors, and clients, contributing to a professional, confidential service environment.