Administrative Assistant/Receptionist

Join to apply for the Administrative Assistant/Receptionist role at Oxford Financial Group, Ltd. 1 day ago Be among the first 25 applicants Join to apply for the Administrative Assistant/Receptionist role at Oxford Financial Group, Ltd. Direct message the job poster from Oxford Financial Group, Ltd. Talent Specialist at Oxford Financial Group, Ltd. Position Summary: The Administrative Assistant/Receptionist is a member of the Administrative Services team, providing essential support to colleagues and ensuring smooth daily operations. This role manages special projects, assists with work overflow and delivers high-quality results with professionalism and attention to detail. Responsibilities include welcoming and assisting Oxford guests, answering and directing phone calls, coordinating catering needs, and scheduling conference rooms. The Administrative Assistant/Receptionist also provides general office support to Oxford associates as needed, maintaining a prompt, friendly, and service‑oriented approach. This is a 100% on‑site position. Duties & Responsibilities: Back-up for Executive Assistant/Meeting Planner team, assist with overflow work and special projects such as: Coordinates client meeting preparation and follow-up Coordinates client meeting preparation and follow up Initiates, prepares, collects meeting preparation materials and coordinates with lead EA Creates client meeting agendas and client meeting packets for lead EA Prepares client follow-up letters for lead EA Pulls financial reports electronically Prepares, prints, collates, scans and binds reports and deliverables Prepares, files, and distributes follow up communication Assists Meeting Planners with Salesforce work and special projects Performs general office and reception duties Copies, prints, scans, faxes and mail/FedEx documents as requested Assists with filling and e-filing maintenance on team shared drive and LaserFische Manages Contact database and upkeeps data in various systems Answers and directs incoming calls within two-three rings Greets and assists clients and visitors in a friendly and professional manner Accepts deliveries and courier packages and notifies associates of deliveries Assists with business development activities when needed Handles supplying associate bios, company brochures, and preparing discussion guides for client prospects Researches prospects and companies as requested Follows new and existing approved policies and procedures Keeps EA informed of completed tasks Enters time accurately and on time in the TimeTracker system Performs other duties Contacts building management for minor repairs and heating/cooling adjustments Stocks all supplies Prepares coffee throughout the day Qualifications: Associate Degree in a business-related field or equivalent experience Excellent computer skills in Microsoft Word, Excel, PowerPoint and Outlook Ability to master telephone system and all basic office equipment Must have a professional demeanor with the utmost respect for confidential matters Must be able to work independently and in a team environment Must have excellent written and verbal communication skills with strong interpersonal skills Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must have strong work ethic with a positive attitude Working Conditions: Long periods of sitting and utilizing a computer Minimum travel may be requested as business needs necessitate 100% onsite Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Administrative Industries Investment Management Referrals increase your chances of interviewing at Oxford Financial Group, Ltd. by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance Get notified about new Administrative Assistant jobs in Buckhead, GA . Buckhead, GA $55,000.00-$60,000.00 2 weeks ago Madison, GA $50,000.00-$50,000.00 18 hours ago Greensboro, GA $50,000.00-$50,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Oxford Financial Group, Ltd.