The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position:
The Administrative Specialist is a key role that ensures excellence in client service. This role will maintain the administrative organization of the office and warmly interact with clients. This will require strong personal skills over the phone and in person.
Responsibilities:
● Warmly greet clients, be engaging and offer refreshments
- Answer phones and transfer to the correct contacts
● Responsible for scheduling of client reviews through Salesforce workflow, coordinating appointment priorities with advisors and updating systems appropriately
● Manage conference room scheduling
● Coordinate with Client Service team members and advisors on action items from client review meetings
● Serve as point-of-contact with Building Maintenance for any office servicing needs
● Coordinate maintenance on the office equipment with vendors as needed
● Order and maintain office supplies and work room
● Help with event planning and make arrangements for hospitality services for in-office meetings
● Send client gifts as requested by team members
● Work on special projects
*Please note the job responsibilities may vary, grow and change
- Salary + Benefits:
- Competitive, based on experience
- Medical Insurance
- Dental/Vision Insurance
- Life & Personal Accident Insurance
- Short-term Disability Insurance
- Long-term Disability Insurance
- Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
- 401(k) Plan with company matching
- Paid Time Off (PTO) and paid holidays
Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.
Requirements:
- A minimum of 1-2 years of front office experience
- Ability to organize, prioritize and handle multiple tasks
- Effective written and verbal communication skills
- Excellent teamwork, time management and organizational skills
- Energetic, outgoing personality while interacting with guests and team members
- Ability to act with integrity, professionalism, and confidentiality.
- Proficiency with Microsoft Office Suite or related software.
Skills Required
- 1-2 years of front office experience
- Ability to organize, prioritize, and handle multiple tasks
- Effective written and verbal communication skills
- Excellent teamwork, time management, and organizational skills
- Energetic, outgoing personality when interacting with guests and team members
- Ability to act with integrity, professionalism, and confidentiality
- Proficiency with Microsoft Office Suite or related software
What We Do
Merit Financial Advisors is a wealth-management and financial-planning firm focused on helping individuals navigate major life transitions such as divorce, retirement, and widowhood. It provides holistic planning, wealth-management, investment, insurance, and related financial solutions tailored to clients’ goals and complex portfolios. The firm emphasizes relationship-based advice, technology, talent, and personalized support to help clients manage financial challenges and build toward their objectives.
