Executive Assistant to Managing Director Job at Sullivan & Schlieman Wealth Management, LLC, Alpharetta, GA

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  • Sullivan & Schlieman Wealth Management, LLC
  • Alpharetta, GA

Job Description

Sullivan & Schlieman Wealth Management, LLC is seeking an experienced Executive Assistant to support our Managing Director and Owner in our Alpharetta, GA office. We are a comprehensive wealth management firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals.

Examples of general duties:

Schedules all in-person, zoom and phone calls for Advisors including Managing Director.

Greets clients and prospects in prompt, courteous and helpful manner.

Prepares meeting rooms with beverages/snacks, video conferencing etc.

Answers all incoming calls made to the firm.

Filing and scanning of documents.

Assist with customer service requests.

Perform other office duties as assigned.

Qualifications:

7 years of experience in a support position in a professional setting.

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