Office Administrator

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
• Aid the team with various administrative tasks

What We’re Looking For

• A High School Diploma
• 1+ years of administrative office experience in a fast-paced environment
• Strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, Zoom, or other virtual meeting platforms, and CRM’s
• Ability to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
• Exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• 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
• Strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Experience working in the financial industry is a plus!

What You’ll Get

• Pay & Perks: $40k - $50k/year based on experience
• Health insurance
• Dental insurance
• Paid Time Off (PTO)
• 401(k) with company match
• In-office: Monday-Friday, 8:30am – 4:30pm
• Firm is open to a flexible work schedule

About the Role

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.