Administrative Assistant - Financial Services
Listed on 2026-01-01
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Administrative Assistant - Financial Services
Location: Atlanta, GA 30305 (Buckhead) |
Position: Full‑Time |
Pay: $48,000.00–$50,000.00 per year (including $50,000 base + benefits) |
Hours: Standard business hours with no overtime.
One of Atlanta’s most respected Financial Services firms is seeking a motivated Entry‑Level Administrative Assistant to join its Buckhead office. This is an excellent opportunity for a recent college graduate looking to launch a career in finance while gaining hands‑on experience supporting high‑performing Financial Advisors and their clients.
The Administrative Assistant will play a key role in enhancing the client experience by providing operational, service, and administrative support. Success in this role comes from developing a strong understanding of the firm’s processes, systems, and service standards—enabling you to anticipate needs, resolve issues efficiently, and deliver outstanding client support.
Key Responsibilities- Coordinate, schedule, and track client meetings for Financial Advisors
- Serve as a primary point of contact for client inquiries, account updates, and general service requests
- Support onboarding of new clients and maintain accurate account documentation
- Assist Advisors with marketing initiatives, client outreach, and event coordination
- Manage and update CRM database; track leads and prepare sales and activity reports
- Assist with preparing proposals, investment reviews, and performance summaries
- Support firmwide projects and contribute to ongoing operational improvements
- Bachelor’s degree in Finance or a related field
- Internship or previous administrative experience preferred
- Strong proficiency in Microsoft Office Suite and comfort with new technology
- Detail‑oriented with excellent organizational and follow‑through skills
- Strong written and verbal communication abilities
- Team‑oriented attitude with strong interpersonal skills
- Salary: $48,000.00–$50,000.00 per year (including $50,000 base + benefits)
- Annual Bonus: eligible
- Schedule: Full‑time, onsite in Buckhead
- Hours: Standard business hours with no overtime
- Group Health Insurance
- 401(k)
- Paid Time Off
- Paid Holidays
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