Top 14 Financial advisor assistant Jobs in Alpharetta, Ga

Associate Executive Assistant/Meeting Planner
Oxford Financial GRP —Atlanta, GA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Executive Assistant
Corebridge —Atlanta, GA
- Email
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Wellness program
- Health insurance
Senior Client Services Representative
Cetera Financial Group —Atlanta, GA
- $22 - $29 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Executive Assistant to the Chief Financial Officer
Rollins, Inc. —Atlanta, GA
- Full-time
- Pass drug screening
- Office
- In-person
- Employee stock purchase plan
- Health insurance
Assistant Controller
Harver —Atlanta, GA
- Full-time
- Hybrid work
- CPA
- Office
- 8 years
- Health insurance
- Paid time off
Quick Apply
Underwriter - Security Guard Program
Ryan Specialty —Atlanta, GA
- $100,000 - $125,000 a year
- Full-time
- Customer service
- Mid-level
- Residential
- Paid parental leave
- Paid holidays
12d
Centralized Brokerage Registered Client Service Associate
Truist Bank —Atlanta, GA
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Fund Accountant, Impact Investing
The Community Foundation For Greater Atlanta —Atlanta, GA
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Director - Global Technical Controllership
McKesson —Alpharetta, GA
- $125,300 - $208,800 a year
- 6 years
- Oracle
- CPA
Commercial Portfolio Manager II
South State Bank —Atlanta, GA
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- On-the-job training
Director, Global Technical Controllership
McKesson —Alpharetta, GA
- $125,300 - $208,800 a year
- Oracle
- CPA
- 5 years
Senior Manager/Assistant Tax Director - KES
Koch —Atlanta, GA
- Pass drug screening
- Office
- Supervising experience
- Paid parental leave
- Health savings account
Controller
GHJ —Atlanta, GA
- $140,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Mid-level
9d
Interim Controller
GHJ —Atlanta, GA
- Microsoft Excel
- CPA
- Office

Discover related jobs

Based on your search for financial advisor assistant jobs.

Financial Advisor
Edward Jones —Marietta, GA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Financial Advisor
Edward Jones —Covington, GA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Administrative Support Assistant
Cambridge Investment Research Advisors —Columbus, OH
Financial services administrative support staff are responsible for *managing* projects, *follow-up* on pending projects, assisting current office staff, client…
$14 - $16 an hour
Quick Apply
Administrative Associate
The Ohio State University —Columbus, OH
Directs and coordinates day-to-day administrative operations of the departmental office; serves as the primary point of contact for departmental inquiries and…
2h

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in alpharetta, ga

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor assistant jobs near alpharetta, ga

Senior Customer Service Representative jobs in Atlanta, GA

Fund Accountant jobs in Atlanta, GA

Senior Portfolio Manager jobs in Atlanta, GA

Controller jobs in Atlanta, GA

Corporate Controller jobs in Atlanta, GA

Meeting Planner jobs in Atlanta, GA

Executive Assistant jobs in Atlanta, GA

Executive Assistant To Chief Financial Officer jobs in Atlanta, GA

Registered Client Associate jobs in Atlanta, GA

Overnight Customer Service Remote jobs in Nashville, TN

Remote Customer Service jobs in Lakeland, FL

Senior Customer Service Representative jobs in Morrisville, PA

Housekeeping Senior Living jobs in Phoenix, AZ

Senior Customer Service Representative jobs in Providence, RI

Bottle Service jobs in Denver, CO

Senior Customer Service Representative jobs in Los Angeles, CA

Staff Accountant jobs in Philadelphia, PA

Fund Accountant jobs in Tewksbury, MA

Fund Accountant jobs in Boston, MA

Hedge Fund jobs in Remote

Associate Executive Assistant/Meeting Planner

Oxford Financial GRP
Atlanta, GA

Quick Apply

Job Details

Full-time

Qualifications

Project team coordination
Report preparation
Customer records maintenance
Computer operation
Correspondence management
Confidential information handling
Microsoft Excel
Office activity coordination
Microsoft Outlook
Business travel arrangements
Serving clients
Phone communication
Operations coordination
Professional ethics
Copy machines
Branding consistency
Client file management
Executive administrative support
Mail distribution
Mid-level
Client database systems
Salesforce Cloud
Expense reports
Data management
Fax machines
Mail management
Sales management systems proficiency
Relationship management
Managing projects
Telephone systems

Full Job Description

This position is located in Buckhead, GA.

POSITION SUMMARY

The Associate Executive Assistant/Meeting Planner provides high-level administrative support to Managing Directors (MD), with core responsibility for client meeting coordination, travel logistics and daily office operations. Acting as a central point of contact across departments, this role ensures that materials, communications and timelines are consistently aligned.

DUTIES & RESPONSIBILITIES

Client Support

Coordinates client meeting preparation and follow up

Initiates Meeting Prep Workflow, prepares, collects meeting preparation materials and coordinates with MD, Relationship Manager and various other teams as needed
Prepares, prints, collates and binds reports and deliverables
Prepares, files, and distributes follow up communication

Maintains tracking log(s) of client projects
Follows up client delegations and ticklers as assigned by MD or RM
Assists in obtaining client information from other advisors (tax returns, legal documents)
Assists with the preparation of pre-approved client materials
Handles manager terminations as directed by OIF
Schedules MD meetings (client, advisor, prospect, internal) following established procedures
Coordinates travel: hotel, air travel and ground transportation
Assists in the completion and submission of expense reports

Cell Team Support (Managing Directors, Client Service, etc.)

Perform general office duties

Prints MD calendars and other items as requested
Copies, prints and faxes documents
Organizes and maintains filing system
Manages client and prospect database and upkeeps data in various systems utilized
Completes necessary internal requests for the maintenance of accurate MD/RM assignments and for information needed by other departments
Creates draft emails and cover letters for MD/RM review
Opens and distributes all incoming (internal/external) mail daily for MD
Assists with general phone inquiries and handles or directs as appropriate
Maintains designation(s) credit tracking for MD
Distributes meeting agendas

Administrative Team Support and Participation
Monitors and works assigned task queue with The Hub (Salesforce)
Supports other Administrative team members as needed
Collaborates with peers to successfully complete annual goals
Participates in meetings and training workshops

Supports OFG’s high ethical and quality business standards, promoting a positive corporate image

Conforms to OFG’s best practices and performance expectations
Follows new and existing approved policies and procedures
Enters time accurately and on time in the Time Tracker system
Assists with efforts to enforce brand and format standards throughout the firm
Displays and maintains professional behavior and communication with all Oxford associates, clients and advisors internally and externally

Performs other duties

Covers front desk as needed

Completes other assigned duties as needed

QUALIFICATIONS

Associate degree in a business-related field or equivalent professional experience
Minimum three years of administrative experience preferred
Prior experience with meeting preparation strongly preferred
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
Comfortable operation standard office equipment and telephone system
Strong project management and cross-functional coordination skills
Proactive, self-directed approach with the ability to anticipate needs and plan accordingly
Highest level of discretion and professionalism in handling confidential information
Ability to work effectively both independently and as a collaborative team member
Excellent written and verbal communication skills, with strong interpersonal and relationship-building abilities
Exceptional attention to detail and organizational discipline
Proven ability to manage multiple priorities simultaneously without sacrificing quality
Comfortable operating in a fast-paced environment where priorities and responsibilities shift daily
Strong work ethic, positive attitude and professional demeanor

WORKING CONDITIONS

Long periods of sitting, utilizing a computer
Minimum travel may be requested as business needs necessitate
Working onsite in the office full-time

Quick Apply

Refine Your Search

financial advisor assistant jobs in alpharetta, ga

Associate Executive Assistant/Meeting Planner

Executive Assistant

Senior Client Services Representative

Executive Assistant to the Chief Financial Officer

Assistant Controller

Underwriter - Security Guard Program

Centralized Brokerage Registered Client Service Associate

Fund Accountant, Impact Investing

Director - Global Technical Controllership

Commercial Portfolio Manager II

Director, Global Technical Controllership

Senior Manager/Assistant Tax Director - KES

Controller

Interim Controller

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in alpharetta, ga

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected