Office Administrator

THE POSITION
Hilton Tax & Wealth Advisors, headquartered in Alpharetta,
Georgia, has an immediate opening for an Office Administrator.

The Office Administrator will play a pivotal role in the company
success by supporting general organizational operations.

Responsibilities include administrative duties, client services,
correspondence, and reports. Outstanding customer service skills
are essential for this client-facing position.

The ideal candidate will possess strong communication skills, a
keen eye for detail, the ability to solve problems, and a positive
attitude. Experience in the financial services/insurance industry is
a plus. Monday to Thursday (4 10-hour days) schedule.

ABOUT HILTON TAX & WEALTH ADVISORS
Hilton Tax & Wealth Advisors is a leading financial services firm
committed to providing top-notch solutions for our clients. We are
dedicated to delivering exceptional services and building lasting
relationships with our customers.

We offer tax and business thought leadership skills to business
owners and high-net-worth individuals. We are boutique now but
will grow rapidly and are looking to add the best talent. We want
stakeholders who are passionate about helping people.

We believe in hard work, innovating for the customer, and getting
results! But we also believe in flexibility, freedom, transparency,
and direct feedback (up and down). The most important thing for
any new stakeholder is understanding the TRANSFORMATION
we provide for our clients and the DIFFERENCE we’re building for
them. By helping them, we help ourselves.

RESPONSIBILITIES AND ESSENTIAL DUTIES:

• Greet incoming visitors with a welcoming presence.
• Draft correspondence and other formal documents.
• Help manage CEO’s workflow tasks and client notes in CRM system.
• Coordinate calendar for client’s quarterly and annual reviews.
• Assist clients both virtually and over the phone with
• customer service matters.
• Maintain prospect lead tracking and conduct follow-up calls and emails with prospects.
• Assist with the development of company processes.
• Collaborate with other team members to ensure smooth office operations.
• Coordinate client kick-off call with CEO.
• Oversee the organization and overall accuracy of digital filing and other organization systems.
• Coordinate and track special projects or events.
• Perform all other general office tasks as assigned by Principals.

PREREQUISITE KNOWLEDGE, SKILLS AND ABILITIES:

• High school diploma or GED, required.
• Associate degree, preferred.
• A minimum of 3 years’ previous office administration experience, preferably in the Financial Services and/or Insurance field, required.
• Proven ability to work proficiently with little supervision.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Ability to type a minimum of 65 words per minute.
• Maintain a professional appearance and perform well under stress.
• Discreetly handle confidential and sensitive information.
• Strong skills utilizing Office 365 and other computer programs.
• Attention to detail and a high level of accuracy.

PHYSICAL AND MENTAL REQUIREMENTS:

• Prolonged periods sitting at a desk and working on a computer
• Manual dexterity to operate a computer.
• Correctable vision and hearing.
• Excellent interpersonal skills.
• Clear, easy-to-understand oral communication ability.
• Must be able to lift up to 20 pounds at times.

This is not just “a job”. If that’s what you are looking for, this is not
for you. This is an opportunity to join a growing company. We are
building an incredible business made up of incredible people who
work hard, push themselves, and have fun learning, growing, and
doing new and innovative things. If this is you, APPLY!

This job description is not intended to be all-inclusive, and
the employee will also perform other reasonably related
duties as assigned by immediate supervisor and other
management as required. Hilton Tax Wealth Advisors
reserves the right to revise or change duties as the need
arises. This job description does not constitute a written or
implied contract of employment.

Hourly Rate: $24.00 to $26.00 an hour
Expected hours: 40 per week

Work Location: In person

Benefits:
 Retirement Plan
 Dental insurance
 Health insurance
 Vision insurance
 Paid time off
 Professional development assistance