Enter a job title or keyword
Office Administrator Suwanee, GA
Job Location:
Job Location:
Suwanee, GA - USA
Yearly Salary:
USD 40000 - 50000
Yearly Salary:
Posted:
29 September 2026 (3 days ago)
Posted:
Application Deadline:
30 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Position: Office Administrator
Firm: Aileron Investment Advisors
Location: Suwanee GA
Overview:
Aileron Investment Advisors based in Suwanee GA is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust transparency and a long-term commitment to helping them achieve their financial goals.
As a Office Administrator this individual will be responsible for all front office activities and administrative functions. The ideal candidate will have superior administrative skills a strong work ethic attention to detail and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant fast-paced environment dont miss this opportunity!
What Youll Do:
- Answer phones and greet clients in a friendly positive and warm manner
- Be the first point of contact for prospects and clients
- Schedule and confirm appointments with clients and assist with calendar management
- Offer beverages and hospitality to clients and guests
- Handle document management including scanning copying secure uploads and emails
- Order supplies manage inventory process mail
- Maintain the firms CRM (Redtail) through accurate data entry and database management
- Maintain office filing system both paper and electronic
- Assist the team with various administrative tasks
What Were Looking For:
- High School Diploma
- 1 years of administrative office experience in a fast-paced environment
- Demonstratesstrongproficiency and confidence working across various platforms and operating systems including Microsoft Office Suite including Excel Zoom or other virtual meeting platforms and CRMs
- Must be able to multitask effectively in a fast-paced environment managing competing priorities while maintaining a high level of accuracy and attention to detail
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
Bonus Points:
- Experience working in the financial industry is a plus!
What Youll Get:
Pay & Perks:
- $40k - $50k/year based on experience
- Health insurance
- Dental insurance
- PTO
- 401(k) with company match
Schedule:
- In office: Monday-Friday 8:30am 4:30pm
- Firm is open to a flexible work schedule
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
Unclear Seniority
About Company
Advisor Talent Solutions partners with independent financial advisors nationwide to support their hiring and talent needs.
