Executive Administrative Associate Position Available In DeKalb, Georgia

Executive Administrative Associate 4.0 4.0 out of 5 stars 5040 Roswell Road, Atlanta, GA 30342

Executive Administrative Associate Location:

Atlanta, GA (On-site)

Employment Type:

Full-Time (Monday

• Friday, 9:00 AM
• 5:00 PM)

Compensation:

$45,000 (growth opportunities with Licensing) Peachtree Planning is a comprehensive financial planning firm committed to empowering individuals and businesses through personalized financial strategies and exceptional client service. We are seeking a highly organized, detail-oriented, and ambitious Administrative Associate to join our Atlanta office. This role is designed to be a launching pad for growth within the firm, with opportunities for advancement through hands-on experience, training, and professional licensing. Key Responsibilities (Initial Phase):

Reception Duties :

Greet and assist guests, manage incoming calls and correspondence, and maintain a welcoming office environment.

Document Compliance Project :

Oversee and execute a large-scale document storage and compliance initiative, ensuring regulatory standards are met.

Firm Reporting :

Prepare and manage internal reporting for the executive team, providing critical insights to support business decisions.

Executive Support :

Serve as an Executive Assistant to the firm’s President, handling scheduling, communications, and operational needs.

Project Management Support:

Strategize with the Project Management Team as they design and implement major firm initiatives Path for

Growth:

This role is intentionally designed to evolve over time, offering a clear and customizable career trajectory based on your skills, interests, and dedication. As part of our commitment to professional development, the Administrative Associate will have access to ongoing training and support in pursuit of relevant licensing and certifications.

Potential Career Paths Include:

Financial Advisor

• Transition into a client-facing advisory role through licensing, mentorship, and field training. Insurance Specialist
• Focus on risk management strategies and insurance planning. Investment Specialist
• Support clients in portfolio construction, market analysis, and investment solutions. Advisor Team Sales Associate
• Move from the home office to directly support a high-performing advisor team, with eligibility for commission-based compensation and client-facing opportunities.

Whether you aim to grow within our firm’s structure or eventually support one of our field advisors in a more entrepreneurial capacity, we’ll equip you with the tools and guidance needed to succeed.

Ideal Candidate Traits:

Strong organizational skills and attention to detail Excellent communication and interpersonal abilities A proactive mindset with a desire to learn and grow Professionalism and discretion in handling confidential information Interest in the financial services industry and a long-term career path

Qualifications:

Prior administrative or support experience preferred Proficiency in Microsoft Office and general tech-savviness Bachelor’s degree or equivalent experience strongly preferred Ability to work on-site in our Atlanta office Willingness to pursue professional licensing and ongoing training Why Peachtree Planning? At Peachtree Planning, you’ll be part of a collaborative and mission-driven team that values personal development and internal growth. We provide the resources and support to help you advance your career in the financial services industry while making a meaningful impact on the lives of others. Ready to grow with us? Apply today and take the first step toward a rewarding career path with Peachtree Planning.

Job Type:

Full-time Pay:

$45,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Schedule:

Day shift Monday to

Friday Education:

Bachelor’s (Required) Ability to

Commute:

Atlanta, GA 30342 (Required)

Work Location:

In person