Full Time Office Coordinator Jobs in Kestra Financial Alpharetta, GA

Responsibilities:

• Answer incoming calls from clients, vendors, etc. and assisting them as needed
• Place outgoing call to clients, vendors, etc. for service matters/appointment scheduling
• Preparation of reports using Microsoft programs (e.g. Word, Excel)
• Email/mail scheduled communications to clients
• Greet clients upon arrival for appointments
• Schedule/confirm appointments
• Order office supplies
• Document filing (electronic and physical)
• Document preparation (printing, binding, etc.)
• Paper shredding
• Copying, printing, faxing
• Check mail and process via internal systems
• Prepare UPS packages for shipping
• Maintain office calendars
• Perform other duties and projects as assigned

Qualifications:

• Demonstrate ability to handle multiple tasks in a fast-paced environment under supervision, with high attention to detail
• Well-developed oral/written communication skills
• Efficient problem solving abilities
• Basic research and time management skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Knowledge in RedTail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred
• Enjoy interacting with several people daily
• Bachelor’s Degree preferred, High School diploma or GED required
• A minimum of 2 years administrative/office support experience is preferred