Administrative Assistant - Part Time

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?
Fujiyama Wealth Management in Atlanta, GA is looking for a strong PART-TIME Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisors to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily.

The ideal candidate for this role will be someone who has the desire to work in the financial industry and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Requirements:

• 2 years of administrative office experience in a fast-paced environment
• Advanced skills with MS Office Suite
• CRM experience

Skills:

• Ability to prioritize projects and manage time
• Savvy customer service, to include excellent communication, both verbal and written
• Strong follow-through
• Ability to demonstrate persistence to achieve quality

Responsibilities:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Maintain office supplies and outgoing correspondence
• Database management
• Set appointments with clients and assist the Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Other industry-specific tasks as needed
• Book all travel arrangements
• Maintain advisors’ personal calendar and projects
• Follow through on any outstanding projects
• Maintain confidential information
• Personal errands for the advisor
• Assist in preparing for events

Hours and Compensation:

• Monday-Thursday, 9:30am-4:30pm (Flexible)
• $20+/hr

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fujiyama Wealth Management and Cambridge are not affiliated.

Fujiyama Wealth Management is an equal opportunities employer.