Administrative Associate, Atlanta Wealth - Jobot : Job Details

This Jobot Job is hosted by: Merwan ZattamAre you a fit? Easy Apply now by clicking the Apply buttonand sending us your resume.Salary: $55,000 - $75,000 per yearA bit about us:Company OverviewWe are a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. Everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.Our culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.Why join us?Comprehensive Health Coverage: Employees have access to medical, dental, and vision insurance plans.Retirement Plans: There are options for 401(k) plans with company matching to help employees save for their future.Paid Time Off: Generous vacation, sick leave, and holiday policies ensure employees can balance work and personal life.Professional Development: Opportunities for continuous learning and career growth through training programs and educational assistance.Wellness Programs: Initiatives to support physical and mental well-being, including gym memberships and wellness workshops.Flexible Work Arrangements: Options for remote work and flexible schedules to accommodate different needs.Job DetailsJob Description: Administrative Associate (AA)We are seeking a dynamic individual to serve as an Administrative Associate (AA) on the Atlanta Wealth Team. The AA role is part of a growing and fast-paced team in our Atlanta headquarters. By providing critical support to three relationship managers (RMs), this person plays a significant part in the success and well-being of the organization.The successful candidate must be technologically savvy, proactive, efficient, and able to display a high level of professionalism and confidentiality at all times.ResponsibilitiesThe ideal candidate will understand that a great attitude and efficiency in technology and task management are key drivers for success. With training, we expect this person to perform the following responsibilities:Client Meeting Coordination and PreparationMeet all specified due dates for preparing and proofing materials for regular and ad hoc meetings, including but not limited to the production and binding of account reports and financial planning documentation as requested.Manage coordination of all internal team meetings by seeking attendee input and circulating meeting materials ahead of meetings.Communicate with clients and executives to set up all meetings in the requested timeframe.Track meeting frequency, attendees, preferences, and materials in Salesforce and provide necessary information to the RMs.Prepare and restore conference rooms before and after in-house meetings.Executive SupportProvide complete administrative support for four of our relationship managers in Atlanta:Arrange all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown.Coordinate travel needs and block off appropriate time on calendars.Prepare, print, and bind any requested meeting materials.Store all materials and notes in accordance with our cloud-based filing system within Box.Complete expense reporting.Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting materials).Work closely with the RMs to organize and coordinate any department or client-related events.Demonstrate in-depth understanding of our technologies by inputting and maintaining correct records in Box and our client relationship management system, Salesforce.Work with our outsourced IT partner to expedite and resolve any technology problems on behalf of these executives.Become cross-trained on other administrative support roles and office coordination, such as providing backup to front-line responsibilities:Operate a multi-line telephone console in answering all calls within three rings and routing callers to the appropriate party.Greet guests in the lobby as they arrive, offer a beverage, and notify employees of their arrival; provide parking validations and any additional information as guests leave.Reset conference rooms and lobby area to prepare for incoming guests.Distribute and collect mail and packages.QualificationsBachelor's degree.2-3 years of similar experience.1-2 years of experience in a professional services firm is ideal.Proficient knowledge of MS Office Suite, video conferencing technology, and standard office administrative practices and procedures.Experience with Adobe, Box, Concur, and Salesforce is a plus.Interested in hearing more? Easy Apply now by clicking the Apply button.