Front Office Receptionist/Scheduler

Sullivan & Schlieman Wealth Management, LLC is hiring a Receptionist/Scheduler for our Alpharetta, GA office. We are a comprehensive wealth management firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals.Examples of general *****Greets clients and prospects in a prompt, courteous and helpful manner.Answers all incoming telephone calls made to the firm.Prepares meeting room with beverages/snacks, video conferencing, etc.Schedules all in-person meetings, zooms and phone calls for 2 advisors.Carry out opening and closing procedures.Filing and scanning of documents.Assist with customer service requests.Perform other office tasks as assigned.

Created: 2025-05-11