Receptionist & Administrative Assistant

Position: Receptionist/Administrative Assistant

CPC Advisors, LLC is a $2.5+ billion-dollar Registered Investment Advisor (RIA) with two offices in Georgia (Atlanta & Woodstock) and one in Tampa, Florida. As a fast-growing advisory firm, CPC offers a full range of financial planning services to individuals and institutions. CPC has been helping clients navigate their financial lives and make astute decisions about their wealth management for over five decades. To find out more about the CPC team, visit our website at CPCadvisors.com.

Job Overview : The purpose of this role is to provide primary phone answering along with administrative support.

The Receptionist/Administrative Assistant primary duties include :

·        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 Requirements :

· Detail-oriented mindset

·        Good communication skills

·        Strong task and time management skills

·        Proficiency with common office technology

·        Ability to work from our Woodstock office from 8:30 to 5:00 Monday through Friday

Benefits Include :

·        Salary of $50,000 per year with eligibility for performance based monthly bonus

·        Eligible for employee 401(k) with a profit-sharing component after 1 ^st year of employment

·        Comprehensive healthcare plans with company paid premiums for individual employee

·        Dental and vision coverage. FSA and HSA plans available

·        Disability and life insurance coverage

·        Vacation time and paid time off

• ·   Reimbursement for approved or necessary continuing education and costs for designations