financial admin assistant.

　　atlanta , georgia

　　posted january 18, 2024

　　job details

　　summary

　　$55,000 - $60,000 per year

　　permanent

　　high school

　　category office and administrative support occupations

　　referenceAB_4447878

　　job details

　　Randstad Staffing is supporting a wealth management organization in the Dunwoody area to place a polished and detail oriented administrative assistant to support their Senior Financial Advisor. The position will be 100% on-site on the top floor of their beautiful office space. Why work for our client:

　　Room for growth

　　Great PTO plan

　　Beautiful office space

　　Great Healthcare

　　6 month bonuses

　　401K & more!

　　salary: $55,000 - $60,000 per year

　　shift: First

　　work hours: 8:30 AM - 4:30 PM

　　education: High School

　　Responsibilities

　　Support the Senior Financial Advisor

　　Interact daily on the phone and in person with prospective and existing clients including handling inquiries and providing quotes

　　Processe and follow up on client documentation for proper maintenance of accounts

　　Prepare letters, forms, and spreadsheets to assist with servicing existing clients

　　Prepare client meetings

　　Correspond with high networth clients over emails on Outlook and in person

　　Manage the offices social media content on LinkedIn and Facebook

　　Manage the Senior Financial Advisors calendar and schedule

　　Perform data management on Excel

　　Create and maintain records and files

　　Skills

　　MS Office (2 years of experience is required)

　　Canva (2 years of experience is required)

　　Powerpoint (2 years of experience is required)

　　Teams

　　Outlook (2 years of experience is required)

　　Expense Reports (2 years of experience is required)

　　Qualifications

　　Years of experience: 2 years

　　Experience level: Experienced

　　Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

　　Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

　　At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

　　Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

　　Applications accepted on ongoing basis until filled.

　　get in touch

　　we are here to help you with your questions.

　　ME

　　madison emery

　　+1 404 266 3400 (tel:+1 404 266 3400)

　　[email protected]