Rockstar
Administrative Assistant
Rockstar, Alpharetta, Georgia, United States, 30239
Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.
The firm is seeking an Administrative Assistant to join our team in Alpharetta, GA. This crucial role involves providing support to the team, interacting professionally with clients and prospects, and coordinating events. The ideal candidate will be integral to our team's success.
Responsibilities:
Organize, manage, and track multiple detailed tasks and assignmentsProvide administrative support to the teamDocument and file meeting notes systematically for easy team accessFollow up on outstanding items until projects are completed correctly and on timeManage calendars and emailsOversee marketing campaign managementExecute set-up and take-down logistics for prospect and client eventsFollow approved timelines to execute key business objectivesOwn core business projects that drive firm growthEnsure completion of essential business growth projectsDocument and provide input for business-advancing marketing campaignsCreate a warm, welcoming office environment for prospects and clientsConduct meeting reminder calls following a script to cover all detailsOrganize and manage local events, including set-up and clean-upWork with Microsoft suite, CRM, and various office technologiesCapture important client and prospect informationMaintain office supplies regularlySkills & Experience Required:
1-3 years experience as an Executive or Administrative AssistantBachelor's Degree preferredExperience with Customer Relationship Management software preferredDesire to be part of a purpose-driven team that supports othersPassion for serving people and providing excellent client experiencesHigh character, integrity, and trustworthinessAlignment with organizations focused on serving othersClear and effective communication skills, both in-person and over the phoneDetail-oriented with a thorough approach to information gatheringSystematic thinker who can weigh pros and cons and prioritize strategicallyTask-driven with the ability to complete work quickly and accuratelyHighly organized with the ability to find and access information as neededProcess-driven, capable of following systems to complete projects on scheduleProficient in Microsoft Office Suite (Excel, Word, PowerPoint)Ability to leverage technology and external resources to efficiently complete projects
The firm is seeking an Administrative Assistant to join our team in Alpharetta, GA. This crucial role involves providing support to the team, interacting professionally with clients and prospects, and coordinating events. The ideal candidate will be integral to our team's success.
Responsibilities:
Organize, manage, and track multiple detailed tasks and assignmentsProvide administrative support to the teamDocument and file meeting notes systematically for easy team accessFollow up on outstanding items until projects are completed correctly and on timeManage calendars and emailsOversee marketing campaign managementExecute set-up and take-down logistics for prospect and client eventsFollow approved timelines to execute key business objectivesOwn core business projects that drive firm growthEnsure completion of essential business growth projectsDocument and provide input for business-advancing marketing campaignsCreate a warm, welcoming office environment for prospects and clientsConduct meeting reminder calls following a script to cover all detailsOrganize and manage local events, including set-up and clean-upWork with Microsoft suite, CRM, and various office technologiesCapture important client and prospect informationMaintain office supplies regularlySkills & Experience Required:
1-3 years experience as an Executive or Administrative AssistantBachelor's Degree preferredExperience with Customer Relationship Management software preferredDesire to be part of a purpose-driven team that supports othersPassion for serving people and providing excellent client experiencesHigh character, integrity, and trustworthinessAlignment with organizations focused on serving othersClear and effective communication skills, both in-person and over the phoneDetail-oriented with a thorough approach to information gatheringSystematic thinker who can weigh pros and cons and prioritize strategicallyTask-driven with the ability to complete work quickly and accuratelyHighly organized with the ability to find and access information as neededProcess-driven, capable of following systems to complete projects on scheduleProficient in Microsoft Office Suite (Excel, Word, PowerPoint)Ability to leverage technology and external resources to efficiently complete projects