Administrative Assistant / Client Services

Overview

We are collaborating with a boutique financial firm located in Buckhead, Atlanta, GA to recruit a proactive Administrative Assistant who will serve as the warm and welcoming front of the office while providing steady support in daily operational tasks. This role prioritizes exceptional interpersonal skills over financial expertise; training will be provided for technical aspects.

Key Responsibilities

• Welcome clients and visitors warmly, ensuring each interaction feels personalized and courteous.
• Answer incoming calls, direct them appropriately, respond to client inquiries, and ensure follow-through until resolution.
• Manage advisors' schedules, arrange client appointments, and organize related logistics.
• Prepare, organize, and maintain documents, paperwork, and meeting materials efficiently.
• Maintain up-to-date and accurate client records within firm systems.
• Oversee daily office operations, including managing supplies, mail, vendor relations, and general maintenance.
• Assist in planning and coordinating client-related events and gestures of appreciation.
• Provide versatile support to the team by handling multiple tasks simultaneously as needed.

Candidate Profile

• Possess 2 to 6 years of experience in client-facing, administrative, or hospitality roles.
• Exhibit high energy levels complemented by a naturally outgoing and positive demeanor.
• Communicate effectively and professionally, both verbally and in writing.
• Demonstrate strong multitasking skills with the ability to prioritize and manage diverse responsibilities effectively.
• Be organized, detail-focused, and reliable in task execution.
• Comfortable using Microsoft Office and quick to acquire new software skills.
• Maintain professional discretion and confidentiality when handling sensitive information.

Preferred Qualifications

• Background in hospitality, private clubs, luxury retail, or high-end client service environments.
• Experience supporting executives or small professional teams.