Job Description

Fujiyama Wealth Management, a reputable boutique financial services firm is seeking an admin assistant to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Fujiyama Wealth Management is to empower women to take control of their wealth and finances. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description: The admin assistant plays an important role in setting the tone for the organization. This position is critical in making sure that clients have a positive experience.

Responsibilities & Activities

• Coordinate introduction calls with prospective clients.
• Complete client service requests.
• Prepare and process account paperwork.
• Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
• Handles incoming telephone calls.
• Sorts and distributes the mail.
• Sends periodic client correspondence.
• Handles calendars for the Wealth Advisor(s) and others in the office.
• Orders and handles office supplies.
• Develops and maintains written documentation (systems) of all activities.
• Performs other duties as assigned.

Knowledge, Skills, & Abilities

• Requires:

• Excellent interpersonal skills.
• Excellent attitude and an extraordinary client service orientation.
• Superior phone skills—friendly and helpful in all interactions on the phone.
• A genuine interest in serving and caring for other people.
• Excellent organizational and time management skills and ability to multi-task.
• Professional demeanor.
• Proficiency with Microsoft Office Suite.

• We are flexible with working from home on certain days of the week.

• Salary is commensurate with experience.

• We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website: www.FujiyamaWealth.com

GA: One Concourse Parkway, Suite 185, Atlanta, GA 30328 | FujiamaWealth.com NY: 300 Cadman Plaza West, One Pierrepont Plaza, 12th Floor, Brooklyn, New York 11201| Securities are offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fujiyama Wealth Management and Cambridge are not affiliated.