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Front Office Assistant

Company: Sullivan & Schlieman Wealth Management, LLC
Location: Alpharetta
Posted on: April 3, 2021

Job Description:

Job DescriptionSullivan & Schlieman Wealth Management, LLC is hiring a Front Office Assistant for our Alpharetta, GA office. We are a comprehensive wealth management firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. If hired as a Front Office Assistant, you will personally assist the financial advisor in the office, prepare the office and advisor for client review meetings, assist in client service requests, be responsible for the filing and e-filing of documents for the office, as well as other administrative tasks.
Job QualificationsThis position requires 2-3 years of experience in a professional setting. This position also requires excellent PC skills, including, but not limited to Microsoft Word, Excel, Outlook, and Power Point. This person should be detail oriented, organized, highly analytical, a self-starter and have excellent communication skills.

Keywords: Sullivan & Schlieman Wealth Management, LLC, Alpharetta , Front Office Assistant, Administration, Clerical , Alpharetta, Georgia

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