Administrative Assistant

Please Note: Only resumes submitted through our website will be considered for this position: www.wiserinvestor.com/careers

About Us

Wiser Wealth Management is currently looking to add new talent to our growing team. We are a rapidly growing financial planning and wealth management firm located in Marietta, GA. Our top priority is providing the best service to our clients, and a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion.

About The Role

We are seeking a highly motivated and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a critical role of the first impression of our firm. You will work closely with our client service team and financial advisors to provide administrative and operational support, ensuring we maintain the highest level of client service.

What You Will Do

• Serve as the first point of contact for clients and prospects, providing friendly and professional assistance via phone, email, and in-person interactions.
• Schedule client meetings and coordinate with advisory team
• Assist with client onboarding processes, including gathering required documentation and information.
• Execute document preparation requests from advisory teams in a timely manner to meet client expectations.
• Ensure compliance policies are being completed, including appropriate documentation and record keeping.

What You Will Bring

• 3 years of front office/administrative experience
• Ability to prioritize, stay organized, and manage multiple tasks and requests in a fast-paced environment.
• Ability to learn and understand new software and technology relatively quickly.
• Strong communications skills (both written and oral)
• Strong work ethic and commitment to the highest standards of excellence
• Strong sense of accountability and ownership of work
• Track record of professionalism, adaptability, attention to detail, and time management

What We Offer

• Competitive Compensation
• Medical, Dental and Vision Insurance
• 401k Plan plus 6% Company Matching
• HSA Employer Contributions
• Employer Paid Short-term and Long-term Disability
• Employer Paid Life Insurance
• Vacation Time plus additional time off around the holidays
• Opportunities for professional growth and development

How to Apply

If you are ready to be a part of a growing company, we encourage you to apply on our website directly (see below). Uploading your Resume and Cover Letter are required to be considered for this position. Uploading a short intro video is preferred, but not required.

www.wiserinvestor.com/careers

Please Note: Only resumes submitted through our website will be considered for this position.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Administrative: 3 years (Preferred)

Work Location: In person