Administrative support role for Avonlea Financial Group with marketing and community engagement responsibilities, assisting Financial Advisors with daily operations in multiple Georgia locations.
Responsibilities
Assists in marketing, advertising, prospecting, and community engagement for Avonlea Financial Group
Manage and prepare event/workshop logistics for both of Avonlea Financial Group's Marietta, GA and Gainesville, FL office
Handles incoming telephone calls to Avonlea Financial Group and responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with clients/members and community events on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Monitoring and tracking of various aspects within the client management system
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
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