Administrative Associate

We're Hiring :

Administrative Associate, Atlanta Wealth

Balentine is seeking a dynamic individual to serve as an Administrative Associate (AA) on the Atlanta Wealth Team. The AA role is part of a growing and fast-paced team in our Atlanta headquarters. By providing critical support to three relationship managers (RMs), this person plays a significant part in the success and well-being of the organization.

The successful candidate must be technologically savvy, proactive, efficient, and able to display a high level of professionalism and confidentiality at all times.

Responsibilities

The ideal candidate will understand that a great attitude and efficiency in technology and task management will be key drivers for success. We expect this person to, with training, perform the following responsibilities :

Client Meeting Coordination and Preparation

• Meet all specified due dates for preparing and proofing materials for regular and ad hoc meetings, including but not limited to the production and binding of account reports and financial planning documentation as requested
• Manage coordination of all internal team meetings by seeking attendee input and circulating meeting materials ahead of meetings
• Communicate with clients and Balentine executives to set up all meetings in the requested timeframe
• Track meeting frequency, attendees, preferences, and materials in Salesforce and provide necessary information to the RMs
• Prepare and restore conference rooms before and after in-house meetings

Executive Support

Arranging for all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown

Operate a multi-line telephone console in answering all calls within three rings and routing callers to the appropriate party

Qualifications

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

Company Overview

Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.

Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.