Job Description

Position Overview:

We are seeking a dedicated and detail-oriented Administrative Assistant to support an established Independent Financial Advisor. This full-time, in-office role is essential to ensuring efficient daily operations and delivering superior client service. The ideal candidate will possess strong organizational and communication skills and have a professional demeanor, with prior experience in office administration and financial services preferred.

Responsibilities:

• Professionally answer inbound calls and assist clients with inquiries.
• Prepare new account documentation and service-related paperwork.
• Manage and maintain accurate client databases and records.
• Provide excellent customer service in-person and over the phone.
• Process money movement transactions, including wire transfers.
• Coordinate and resolve client service requests in a timely manner.
• Schedule client meetings, referral calls, and maintain the advisor's calendar.
• Compile account review spreadsheets and other reporting as needed.
• Manage website content updates and social media posts.
• Organize client events and marketing workshops.
• Prepare and distribute monthly newsletters for referral partners.
• Oversee electronic filing systems and manage incoming mail, emails, faxes, and voicemails efficiently.

Requirements:

• 5 years of office administration experience preferred.
• 1 year of financial services industry experience preferred .
• Exceptional verbal and written communication skills.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks, meet deadlines, and work independently.
• Proficiency in CRM systems and standard office applications.
• Professional demeanor and commitment to delivering excellent client service.
• Must pass a criminal, financial, and civil background check (no felonies or criminal convictions; good credit required). This is a non-negotiable requirement due to industry regulations.
• This position is subject to ongoing periodic industry-required reviews and audits.
• Work Schedule: Full-time, Monday–Friday, 9:00 AM – 5:00 PM (occasional remote work possible).
• Compensation: $48,000 per year , plus Medical, Dental, and Paid PTO .
• Location: Arrowhead Area, NW Peoria, AZ .

Equal Opportunity Employer:

This is an equal-opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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