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
