Financial Administrative Assistant

We are looking for an individual with an upbeat and positive mindset to join the team at our three generational family firm, located in the East Valley since 1986. Candidate should be self-motivated, dependable and people-oriented as we serve individuals and families around the country with their insurance and financial needs.

32-36 hours per week to start with opportunity for up to 40 hours per week

Wages starting at $18/hour depending on experience

Qualifications
• Excellent customer focus with 1-3 years preferred customer service experience
• Intermediate computer skills including Microsoft Office (Word, Excel & Outlook), and the ability to learn and navigate multiple technology platforms while interacting with clients and financial advisor
• Excellent communication and problem-solving skills
• Comfortable working in a small office environment
• Financial and Insurance background preferred
• Must pass a background check and fingerprint review
• Willing and able to become licensed in the future

Responsibilities
• Front line greeting and assisting clients (phone and in-person) with a prompt friendly and professional manner.
• Core responsibilities are to provide clerical and administrative support to Financial Advisor which include but are not limited to:
o Assisting clients and prospective clients by handling account and billing inquiries, service requests and scheduling meetings
o Client outreach
o Electronic filing
o Record/profile maintenance
o Completing and processing account service paperwork for multiple platforms
o Running and sorting reports
• Maintain a well-groomed appearance and clean workspace as well as general office appearance management