Administrative Assistant

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 emails
• Oversee marketing campaign management
• Execute set-up and take-down logistics for prospect and client events
• Follow approved timelines to execute key business objectives
• Own core business projects that drive firm growth
• Ensure completion of essential business growth projects
• Document and provide input for business-advancing marketing campaigns
• Create a warm, welcoming office environment for prospects and clients
• Conduct meeting reminder calls following a script to cover all details
• Organize and manage local events, including set-up and clean-up
• Work with Microsoft suite, CRM, and various office technologies
• Capture important client and prospect information
• Maintain office supplies regularly

Skills & Experience Required:

• 1-3 years experience as an Executive or Administrative Assistant
• Bachelor's Degree preferred
• Experience with Customer Relationship Management software preferred
• Desire to be part of a purpose-driven team that supports others
• Passion for serving people and providing excellent client experiences
• High character, integrity, and trustworthiness
• Alignment with organizations focused on serving others
• Clear and effective communication skills, both in-person and over the phone
• Detail-oriented with a thorough approach to information gathering
• Systematic thinker who can weigh pros and cons and prioritize strategically
• Task-driven with the ability to complete work quickly and accurately
• Highly organized with the ability to find and access information as needed
• Process-driven, capable of following systems to complete projects on schedule
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
• Ability to leverage technology and external resources to efficiently complete projects