Receptionist & Administrative Assistant

CPC Advisors, LLC is a prominent Registered Investment Advisor (RIA) managing over 2.5 billion dollars in assets with offices strategically located in Atlanta and Woodstock, Georgia, as well as Tampa, Florida. As a fast-growing advisory firm, CPC Advisors has developed a reputation for delivering comprehensive financial planning services tailored for individuals and institutional clients alike. The firm has successfully guided clients through their financial journeys for more than 50 years, emphasizing astute wealth management and sound decision-making. This long-standing history combined with a modern approach positions CPC Advisors as a trusted leader in the financial advisory sector.

The Receptionist/Administrative Assistant role at CPC Advisors, LLC is an essential position that supports the firm's operations primarily from the Woodstock office. This role demands a highly organized individual who can effectively manage multiple administrative duties while maintaining a professional and welcoming atmosphere for clients and visitors. The primary responsibility is to provide front-line support by managing incoming communications and scheduling client meetings across all office locations, thereby ensuring smooth daily operations. This individual will serve as the first point of contact for clients and vendors, embodying the company’s commitment to excellent customer service.

In addition to answering phones and greeting visitors, the Receptionist/Administrative Assistant will oversee daily administrative tasks such as mail sorting, check deposits, and office supply management in the Woodstock office. This role also involves light client service activities, including form filling and letter writing, which contributes to the overall efficiency of the firm’s client services. The position offers a stable work schedule from 8:30 AM to 5:00 PM, Monday through Friday, providing a consistent and engaging office setting. With a competitive annual salary of $50,000 coupled with performance-based monthly bonuses, this role offers financial stability and growth opportunity within a respected financial institution.

CPC Advisors values its employees by offering a comprehensive benefits package that includes eligibility for a 401(k) plan with profit sharing after the first year, comprehensive healthcare with company-paid individual premiums, dental and vision coverage, as well as disability and life insurance. The firm also provides reimbursement for continuing education and professional designations, supporting employee growth and development in alignment with company goals. The work environment is dynamic and collaborative, designed to foster professional growth and a sense of community within the organization. This is an excellent opportunity for a detail-oriented administrative professional seeking to contribute to a leading financial advisory firm while advancing their career in a supportive setting.