Administrative Assistant - Wealth Solutions

Description

The Administrative Assistant performs administrative and office support activities for one or more managers. Responsibilities vary but may include such things as fielding telephone calls, receiving and directing visitors, word processing, creating spreadsheets and presentations, assembling materials for client meetings, information and document management and a variety of other responsibilities as needed. 

Principal Accountabilities:

• Provides primary administrative support to Wealth Solutions division, with emphasis on the Alpharetta team and general support to broader Wealth Solutions team as needed/requested.
• Greets and directs guests in a warm, welcoming manner.
• Manages booking and preparation of shared conference rooms (set-up, presentation, coffee and beverage station maintenance, meal and/or snack service, etc.).
• Coordinates office services (copiers, postage machine, phones, building management, etc.)
• Orders and maintains office and kitchen supplies
• Performs additional administrative services such as copying, scanning, typing, presentation and meeting material assembly, etc.
• Utilizes personal transportation to run errands (bank and post office runs, etc.).
• Answers multiple-line telephone promptly and professionally, routing calls appropriately.
• Anticipates the needs of other team members and lends support as needed.
• Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with highest business standards
• Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values
• Maintains the highest Compliance standards by adhering to the Company’s Human Resources guidelines, Compliance policies, applicable professional designation standards, and our industry’s regulatory standards to mitigate risk to the Company.

Requirements

• Aptitude for, and enjoyment of, serving others with excellence
• Willingness to take direction from others as well as exercise independent judgment
• Ability to organize and express thoughts clearly and concisely both verbally and in writing
• Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs
• Strong organizational, general office, and administrative skills
• Client service and follow-up skills with keen attention to detail
• Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including proficiency within Microsoft Office products, specifically Microsoft Excel and Word
• Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
• Capability to excel in a team environment as well as working independently
• Personal integrity and ability to discreetly handle confidential data
• Basic math competency
• Excellent communication, interpersonal, client service, and hospitality skills
• Ability to maintain a professional demeanor in a professional service-oriented environment 
• Comfortable working in a fast-paced environment that requires flexibility and responsiveness

Education, Experience & Skills:  

• Bachelor's degree in a business-related field is preferred
• Minimum of two (2) years’ prior experience in an administrative support, customer service, or human resources role in a financial, investment, banking or accounting company strongly preferred