Financial Services Industry

Administrative Assistant Midtown Atlanta, Georgia

A fast-growing and dynamic Financial Planning and Wealth Management firm based in Atlanta, Georgia. We are seeking a motivated and professional Administrative Assistant to join our Midtown Atlanta office.

This position is ideal for a recent college graduate or early-career professional seeking an opportunity to build a long-term career within the financial services industry while working in a collaborative, fast-paced, and client-focused environment.

Position Overview

The Administrative Assistant will play an important role in supporting the day-to-day operations of the firm while helping deliver an exceptional client experience. This individual will work closely with the Client Service Associates, team principals, and Associate Financial Advisors to support clients' onboarding, servicing, office administration, and general team operations.

Compensation & Benefits

Offers a competitive starting salary, up to $50,000's, depending on experience, and a bonus opportunity, along with a comprehensive employee benefits package, including:

• Paid Time Off (PTO)
• 401(k) with company match
• Health insurance
• Life insurance
• Long-term disability coverage

• Serve as the first point of contact for clients and visitors at the front desk
• Answer and direct incoming client phone calls professionally and courteously
• Welcome office visitors and assist with meeting coordination
• Support Client Service Associates with all aspects of client onboarding and ongoing servicing
• Assist with the preparation and organization of client paperwork and internal documentation
• Provide administrative support to team principals and Associate Financial Advisors
• Coordinate calendars, meetings, and office logistics as needed
• Assist with data entry, file organization, and operational projects
• Help maintain a professional and organized office environment
• Support various team initiatives and special projects

• Bachelor’s degree required
• 0–2 years of professional experience
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to manage multiple responsibilities in a fast-paced work environment
• Positive attitude and strong work ethic
• Comfortable working both independently and collaboratively within a team environment
• Professional demeanor and client-first mindset

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.