Office Coordinator

Job Description

Posted Tuesday, March 25, 2025 at 6:00 AM

Kestra Financial is seeking a long-term, personable candidate to fill an opening for an Office Coordinator for a subsidiary firm in Alpharetta, GA. Additionally, the candidate should be able to communicate effectively, solve intermediate level problems, assist with basic office tasks, and manage their time efficiently.

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:

• Answer incoming calls from clients, vendors, etc. and assisting them as needed
• Place outgoing call to clients, vendors, etc. for service matters/appointment scheduling
• Preparation of reports using Microsoft programs (e.g. Word, Excel)
• Email/mail scheduled communications to clients
• Greet clients upon arrival for appointments
• Schedule/confirm appointments
• Order office supplies
• Document filing (electronic and physical)
• Paper shredding
• Copying, printing, faxing
• Check mail and process via internal systems
• Prepare UPS packages for shipping
• Maintain office calendars
• Perform other duties and projects as assigned

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.
Individual should have the following skills and abilities:

• Demonstrate ability to handle multiple tasks in a fast-paced environment under supervision, with high attention to detail
• Well-developed oral/written communication skills
• Efficient problem solving abilities
• Basic research and time management skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Knowledge in Red Tail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred
• Enjoy interacting with several people daily

None

• Bachelor’s Degree preferred, High School diploma or GED required
• A minimum of 2 years administrative/office support experience is preferred

None

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

By applying to a job at Blue spring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Blue spring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Blue spring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Blue spring Wealth Partners prohibits any such discrimination or harassment.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.