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Receptionist & Administrative Assistant at CPC Advisors

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CPC Advisors

Receptionist & Administrative Assistant

Mableton, GA, USA|Onsite

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Exact $50,000.00
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Work Schedule

Standard Hours
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Benefits

Salary $50,000 annual
Performance based bonus
401(k) with profit-sharing
healthcare
dental coverage
vision coverage
Disability insurance
Life insurance
Paid Time Off
Continuing education reimbursement

Job Description

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 A... Show More

Job Requirements

  • Detail-oriented mindset
  • good communication skills
  • strong task and time management skills
  • proficiency with common office technology
  • ability to work from Woodstock office from 8:30 to 5:00 Monday through Friday

Job Qualifications

  • High school diploma or equivalent
  • prior experience in an administrative or receptionist role preferred
  • proficiency with common office technology
  • strong communication skills
  • ability to multitask and manage time effectively

Job Duties

  • Client meeting scheduling for the firm (all offices)
  • answering phones in the Woodstock office
  • greeting and managing all visitors, including clients and facilities vendors
  • sort mail daily
  • deposit checks
  • meal, snack, and supply ordering for the Woodstock office
  • light client services work (form filling, letter writing, etc.)

Job Criteria

Experience

Entry Level (1-2 years)

Job Location

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