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SW
Serenity Wealth Management
Administrative Assistant
Entry-Level JobVerifiedNo experience needed
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on Georgia data
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What they do
An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
$40,503 / year median in Georgia
-3% projected decline
Job Description
Job Summary We are seeking a dynamic and highly organized Administrative Assistant join our team and help us grow! In this vital role, you will serve as the backbone of our office operations, providing exceptional administrative support to ensure smooth daily functions. Your energetic approach and attention to detail will help foster an efficient, welcoming environment for clients, visitors, and team members alike. This position offers an exciting opportunity to utilize your office management skills, technical proficiency, and customer service expertise to make a meaningful impact every day. Duties Assist Financial Advisor with managing client and company calls, requests, meetings with professionalism, ensuring clear and courteous communication at all times Perform data entry and maintain accurate records using spreadsheets, word processing, and Customer Relations Management software. Managing appointments, and directing inquiries with excellent phone etiquette Assist with office management tasks such as supply inventory, equipment maintenance, and coordinating technical support when necessary Provide exceptional customer support by addressing client questions promptly and professionally Experience Experience in a Wealth Management firm with experience with new client forms, Redtail CRM a strong plus but not a requirement. Proven clerical experience in an office environment with strong organizational skills Demonstrated proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with spreadsheets and data entry tasks Prior experience with office management duties such as calendar coordination, filing systems, and supply ordering preferred Strong computer literacy including technical proficiency with productivity software and typing accuracy Excellent time management skills with the ability to prioritize tasks efficiently while maintaining attention to detailJoin us as an Administrative Assistant where your enthusiasm for organization, customer service excellence, and technical skills will help drive our success. We value energetic professionals eager to contribute their talents in a supportive environment that encourages growth. This paid position offers a rewarding chance to develop your career while supporting our vibrant team!