Office Administrator

Position: Office AdministratorFirm: Aileron Investment AdvisorsLocation: Suwanee, GA Overview: 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 a Office Administrator, this individual will be responsible for all front office activities and administrative functions. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity! What You’ll Do: Answer phones and greet clients in a friendly, positive, and warm mannerBe the first point of contact for prospects and clientsSchedule and confirm appointments with clients and assist with calendar managementOffer beverages and hospitality to clients and guestsHandle document management including scanning, copying, secure uploads and emailsOrder supplies, manage inventory, process mailMaintain the firm’s CRM (Redtail) through accurate data entry and database managementMaintain office filing system, both paper and electronicAssist the team with various administrative tasks What We’re Looking For: High School Diploma1+ years of administrative office experience in a fast-paced environmentDemonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite including Excel, Zoom or other virtual meeting platforms and CRM’sMust be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detailDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksExcellent communication; written and verbalExhibits meticulous attention to detail and a commitment to accuracySkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceSelf-starter who takes initiative and works well independentlyDemonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Bonus Points: Experience working in the financial industry is a plus! What You’ll Get: Pay & Perks: $40k - $50k/year based on experienceHealth insuranceDental insurancePTO401(k) with company match Schedule: In office: Monday-Friday, 8:30am – 4:30pmFirm is open to a flexible work schedule Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com