Office Coordinator

Kestra Financial is seeking a long-term Office Coordinator for a subsidiary firm in Alpharetta, GA. The candidate should be able to communicate effectively, solve intermediate level problems, assist with basic office tasks, and manage their time efficiently.

Requirements

• Answer incoming calls from clients, vendors, etc. and assisting them as needed
• Place outgoing call to clients, vendors, etc. for service matters/appointment scheduling
• Preparation of reports using Microsoft programs (e.g. Word, Excel)
• Email/mail scheduled communications to clients
• Greet clients upon arrival for appointments
• Schedule/confirm appointments
• Order office supplies
• Document filing (electronic and physical)
• Document preparation (printing, binding, etc.)
• Paper shredding
• Copying, printing, faxing
• Check mail and process via internal systems
• Prepare UPS packages for shipping
• Maintain office calendars
• Perform other duties and projects as assigned

Benefits

• Full health, vision, dental
• 401(k) plans
• Car insurance
• Legal services