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