Job Description

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 Senior Office Administrator plays a critical role in supporting the daily operations of a high-performing wealth management office. This position ensures the smooth functioning of administrative workflows, maintains a professional and welcoming environment, and provides direct support to advisors and internal teams. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities with discretion and professionalism.

Responsibilities:

• Serve as the primary point of contact for office coordination and administrative support.
• Greet clients and visitors warmly; maintain a professional and hospitable front office environment.
• Answer and route incoming calls appropriately; manage voicemail and follow-up tasks.
• Schedule internal meetings and client reviews using Salesforce workflows; coordinate priorities with advisors and update systems accordingly.
• Manage conference room calendars and ensure meeting spaces are prepared and maintained.
• Track and follow up on action items from client review meetings in coordination with advisors and Client Service team.
• Liaise with building management for office maintenance and service requests.
• Coordinate repairs and servicing of office equipment with external vendors.
• Support internal event planning and hospitality arrangements for meetings and team gatherings.
• Assist with branch compliance files
• Help coordinate technology needs of the branch
• Process and send client gifts upon request from team members.
• Assist with special projects and operational initiatives as assigned by leadership.

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.

Qualifications:

• Minimum 3–5 years of administrative experience, preferably in financial services or wealth management.
• Strong organizational and multitasking skills with attention to detail.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with Salesforce or similar CRM systems preferred.
• Excellent verbal and written communication skills.
• Professional demeanor with an energetic and welcoming personality.
• Ability to maintain confidentiality and act with integrity.
• Experience supporting leadership and managing office operations is a plus

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