Administrative Assistant

Interviewing now and ready to hire an
experienced Administrative Assistant
in Atlanta, GA.
Hybrid to start, then remote
.

Compensation:
$50,000 base salary, plus quarterly bonus

We are looking for a highly organized and proactive, experienced Administrative Assistant to support the daily operations of a growing insurance and financial advisory practice. This individual will play a critical role in ensuring smooth business operations, assisting with administrative tasks, and helping manage internal team communication and accountability.

This opportunity offers career development and a pathway for career growth with proven success.

The ideal candidate is detail-oriented, tech-savvy, and able to manage multiple priorities with efficiency and professionalism. Experience in the insurance or financial services industry is required.

Responsibilities

• Follow up daily on pending insurance policies, underwriting cases, and application statuses
• Liaise with carriers and back-office teams to ensure timely approvals
• Manage and coordinate the executive's calendar, schedule appointments, and confirm meetings
• Monitor and organize the executive's email inbox, flagging key action items and responding when appropriate
• Track the progress and tasks of newly hired advisors
• Coordinate weekly follow-ups with staff and internal team members
• Prepare reminders, agendas, and task lists for internal meetings
• Assist with document organization, digital filing, and CRM updates
• Create simple reports or summaries related to advisor onboarding, policy status, or task completion
• Handle ad hoc administrative tasks and special projects as needed

Qualifications

• Proven experience
  as an Administrative Assistant, in a supportive role for
  more than one manager
• Industry experience in insurance or financial services
• Bachelor's degree or related professional experience
• Authorized to work in the United States
• No need for Visa sponsorship
• Strong organizational and time management skills
• High attention to detail and the ability to manage follow-ups
• Professional written and verbal communication skills
• Self-starter who is resourceful and takes initiative
• Proficient in Microsoft Office, Google Workspace, and CRM platforms

About The Piedmont Group

We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.