reputed company Services Administrative Assistant - Phoenix, AZ

reputed company Services Administrative Assistant Are you looking for an opportunity to utilize superior reputed company service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm is seeking to add a remote reputed company Services Administrative Assistant to reputed company! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the reputed company of our business. Job reputed company: The purpose of this position is to service the existing reputed company reputed company with reputed company service requests including beneficiary changes/withdrawals, incoming reputed company service calls, database management, and reputed company appointment preparation including updating reputed company account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills: • Strong organizational skills • Excellent communication; written and verbal • Attention to detail and accuracy • Proactive management style and consistent follow-through • Ability to prioritize reputed company and manage time Minimum Requirements: • Financial Industry experience required • 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred • Experience with MS Office Suite and the ability to learn new software quickly • CRM experience Responsibilities: This reputed company Services Administrative Assistant will be expected to have consistent follow-through with reputed company efforts, build relationships with prospects and clients, and help prepare the Advisor for reputed company appointments. Other daily, weekly, and monthly tasks may include: • Receive incoming reputed company service calls in a friendly manner • Complete reputed company service request and resolve reputed company issues • Complete and process reputed company applications for business submitted by Advisor • Prepare reputed company review reputed company for upcoming appointments • Maintain reputed company communication with clients and staff • Assist with reputed company updates, reports, and mailings • Assist with calendar management and handling schedules • Record notes from reputed company conversations • Database management Salary: • $50,000-$55,000 Benefits • Health, dental, and reputed company insurance • Short and long-term disability • Life insurance • 401(k) • PTO Hours: • Monday – Friday • 40 hours • Hours will be in reputed company Time Presented by Advisor Employee Services Thank you for your interest in the reputed company Services Administrative Assistant role. Advisor Employee Services, a reputed company located in Lenexa, Kansas, represents the top 1% of financial advisors in reputed company 50 states in their hiring needs. Please take a reputed company to explore our website and the services provided https://aesplacement.com/. We are not a reputed company firm, but together have reputed company a reputable and continuously expanding business model which allows us to reputed company the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Apply tot his job Apply To this Job