Administrative / Office Assistant Job at Invest with Roots in Atlanta

Who We Are

Roots is redefining real estate investing with a never before seen resident-centric model. We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program! Our innovative “Live In It Like You Own It®” program is about more than just providing a place to live; it’s about fostering a sense of community and financial empowerment. By intertwining investment opportunities and resident engagement we have proven that this model truly does do good by the residents, and performs quite well for our Investors. Roots is committed to making a positive impact and helping millions of people build wealth through real estate. We believe that a win-win ecosystem is the only type worth building!

Our Why

We fundamentally believe that everyone should have an opportunity to build wealth.  This belief is what guides our mission of giving everyone the opportunity to build wealth and secure their financial future through investment in real estate.  

In pursuit of our mission we will help 1 Million people grow wealth by breaking down the barriers to real estate investment for the masses, and making real estate as easy to invest in as the stock market.

Why We Need You

As a rapidly growing startup, we need someone who can bring organization and efficiency to our operations. Your background in administration and bookkeeping will help manage essential tasks like filing, maintaining records, and supporting accounting processes. You’ll also be the key point of contact for our high-net-worth investors, instilling confidence and handling their complex needs with professionalism and care. Additionally, your ability to handle general office tasks, such as ordering supplies and coordinating maintenance, will keep our workspace running smoothly. We need someone proactive and adaptable who can track down information, follow up on tasks, and ensure the team stays on track in a fast-paced, evolving environment.

Role Responsibilities

• Provide administrative support, including organizing files, managing correspondence, and maintaining documentation.
• Assist in basic accounting and bookkeeping tasks, such as invoicing, expense tracking, and payment processing.
• Handle communication with high-net-worth investors, instilling confidence and addressing their sometimes complex needs with professionalism, friendliness, and a customer-first attitude.
• Ensure efficient workflow by tracking down necessary information, coordinating with team members, and following up on tasks.
• Support the organization of meetings, investor presentations, and other internal and external communications.
• Maintain office supplies and handle general office tasks, including ordering snacks & supplies, coordinating maintenance, and ensuring a well-functioning work environment.
• Maintain accuracy and attention to detail while managing multiple tasks in a high-paced environment.
• Proactively identify process improvements to streamline operations.
• Handle confidential and sensitive information with discretion.

Qualifications

• 5+ years of administrative experience, with some background in accounting or bookkeeping.
• Strong organizational skills and ability to manage filing systems, both physical and digital.
• Excellent communication skills, with a demonstrated ability to engage professionally and confidently with high-net-worth individuals.
• Comfortable working in a startup environment with lots of ambiguity and the ability to adapt quickly.
• Ability to follow up on tasks, track down necessary information, and work with others to keep projects on track.
• Proficiency in office software (Google Workspace, accounting tools, and other related platforms).
• A self-starter with the ability to work both independently and collaboratively.

Our Values

• Accountability: We take our responsibilities seriously and always stay transparent.
• Student Mentality: Continuous learning and growth are at our core.
• Driven: We strive to exceed expectations. We aim for excellence in everything we do.
• Fairness: We’re committed to equitable treatment for everyone.
• Great Stewards: We manage our resources and relationships with care and responsibility.
• Fun and Fearless: We face challenges with a positive and bold spirit. We challenge each other, the status quo, and “how it’s always been done”.

At Roots, we're committed to providing equal employment opportunities to all individuals, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We firmly believe that diversity fuels creativity and innovation, enhancing the quality of our work and the strength of our team. Join us and be part of an inclusive environment where every perspective is valued.

Powered by JazzHR

eLWYUt2o9y