Wealth Office Administrator & Client Services

Ashford Advisors in Dunwoody, GA seeks an organized Agency Administrator to be the first point of contact for clients and advisors, ensuring smooth daily operations in a fast-paced wealth management office. This role focuses on exceptional service and efficient administration. You will handle reception, calls, policy servicing support, document management, and coordination with advisors, vendors, and clients, contributing to a professional, confidential service environment.