Job description

About us:

We use powerful words like discipline, strength and steadfast on purpose. They mean something to us and we know they do to you as well. We believe in working alongside our advisors and their clients employing a holistic approach with innovative solutions.

As a full service, Broker-Dealer, and Registered Investment Adviser, DAI offers its advisors and their clients:

• Traditional Investments
• Non-Traditional Investments
• Asset Management
• Multigenerational Wealth Planning
• Family Office

DAI advisors have readily available access to our network of industry and sector experts as well as DAI’s senior leadership that have spent their careers accumulating vital knowledge and valuable experience. Our team is dedicated to comprehensively supporting our advisors with transitioning tools and ongoing front/back office tactics, technology and marketing opportunities to help their individual businesses continue to thrive and grow.

Job Description:

• Welcoming visitors to the office
• Checking the mail, sorting and distributing to appropriate departments.
• Reconciling and managing various records we require, including managing data in spreadsheets and reports.
• Reviewing and filing statements.
• Provide data entry support across departments.
• Ensuring office supplies are maintained, including checking inventory to always ensure adequate levels of necessary supplies.
• Communicating and working closely with all departments of the firm.

This is an entry-level job with the possibility of growth and a great opportunity to get into the financial industry.

Skills needed:

• Flexibility to adjust to new tasks should the company or office needs change
• Strong interpersonal skills to interact positively with all employees
• Attention to detail to ensure tasks are completed thoroughly and correctly

Education/Work Experience:

• High School Diploma/GED
• 2 years professional work experience preferred

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Atlanta, GA 30345: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Work Location: Hybrid remote in Atlanta, GA 30345

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