Office Coordinator Job Alpharetta area,Georgia USA,Administrative/Clerical

Join to apply for the Office Coordinator role at Blue spring Wealth Partners.

Kestra Financial is seeking a personable candidate for a long-term Office Coordinator position at a subsidiary firm in Alpharetta, GA. The candidate should communicate effectively, solve intermediate problems, assist with office tasks, and manage time efficiently.

Essential Duties and Responsibilities:

Answer incoming calls from clients, vendors, etc., and assist as needed.

Make outgoing calls to clients, vendors, etc., for service matters or appointment scheduling.

Prepare reports using Microsoft Office programs.

Send scheduled communications via email/mail to clients.

Greet clients upon arrival.

Schedule and confirm appointments.

Order office supplies.

Manage document filing (electronic and physical).

Prepare documents (printing, binding, etc.).

Perform paper shredding, copying, printing, faxing.

Check mail and process through internal systems.

Prepare UPS packages for shipping.

Maintain office calendars.

Perform other duties and projects as assigned.

Knowledge, Skills, and Abilities:

Handle multiple tasks in a fast-paced environment with high attention to detail.
Excellent oral and written communication skills.
Effective problem-solving abilities.
Basic research and time management skills.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Knowledge of Red Tail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred.
Enjoy interacting with multiple people daily.

Education and Experience:

Bachelor’s Degree preferred;
High School diploma or GED required.
At least 2 years of administrative/office support experience preferred.

Additional Information:

No supervisory responsibilities.
Physical demands are representative of those necessary to perform the job; accommodations may be made for disabilities.
Benefits include health, vision, dental insurance, 401(k), and voluntary plans.
By applying, you agree to background checks and acknowledge equal employment opportunity policies.

Company Values:

Our mission is Powering Financial Independence, living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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