Administrative Assistant & Events Coordinator

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The firm is seeking an Administrative Assistant to join our team in Alpharetta, GA. This crucial role involves providing support to the team, interacting professionally with clients and prospects, and coordinating events. The ideal candidate will be integral to our team's success.

Responsibilities:

• Organize, manage, and track multiple detailed tasks and assignments
• Provide administrative support to the team
• Document and file meeting notes systematically for easy team access
• Follow up on outstanding items until projects are completed correctly and on time
• Manage calendars and...