Administrative Assistant

About Our Firm

We are a growing, independent financial advisory firm based in Gilbert, AZ. We are a family-oriented office. We serve a diverse group of individual and multi-generational clients and are deeply committed to helping each client achieve their financial goals and help them live with confidence. We are looking to grow our team to provide even better service to our clients. An integral part of service we provide is done by our Administrative Assistant.

Who Are We Looking For

You are a dynamic and hardworking individual who is looking for an opportunity to grow your career with an amazing team. You enjoy going above and beyond for the people you serve. You are detail-oriented, and never let items slip through the cracks. You love continuously growing and stretching your skills set. You enjoy being organized and making sure people are well taken care of, while also knowing you are contributing towards helping clients achieve different life goals. You want to add value and be a contributing member of a team. You genuinely care about people and want to make an impact in their lives.

Summary of Essential Duties

The Administrative Assistant provides direct administrative support to the firm and manages the front office and general administrative processes and procedures. This role is the first point of contact with clients, coordinating client appointments and delivering an exceptional client experience.

Outcome

A successful Administrative Assistant will:

Efficiently / accurately complete administrative tasks and running of the office

to allow the advisors to focus on wealth strategies that help clients reach their financial goals

Increase operational efficiency and improve administrative procedures

Minimize scheduling issues and conflicts

Maintain high levels of client satisfaction and build relationships with firm clients

Responsibilities

Schedule, calendar and manage tasks and activities in CRM and team members’ calendars

Support administrative team functions

Support paperwork preparation and completion process

Complete operations / client service tasks as requested and train to be competent in all areas over time

Complete back-up duties, requests and additional projects as assigned

Knowledge, Skills & Attributes

High School diploma required

Financial services experience, a plus

Comfortable working with industry related software

Computer skills, including knowledge of Microsoft Office, Excel and PowerPoint

Detail oriented and problem solving skills

Excellent oral, written and interpersonal communication skills

Professional appearance and demeanor

Impeccable ability to maintain confidentiality and integrity

Effective follow-up skills and ability to meet deadlines without prompting

Attention to detail and accuracy required

Energetic, eager to learn, willing to cooperate

Self-motivated with ability to work well independently and under direction

Comfort with being a “team player” and doing whatever is needed, big or small