Executive Assistant

Join Our Team as an Executive Assistant

Direct Hire | Local Candidates Only - 4 days a week in office, one hybrid at the 3 month mark.

Location: Phoenix, AZ (Local Candidates Only)

Are you a master multitasker with top-notch organizational skills? Do you thrive in a fast-paced, collaborative environment? If so, we want YOU to join our team as an Executive Assistant!

Responsibilities:

• Coordinate internal and external meetings and conference calls with precision and professionalism.
• Prepare electronic and hard copy materials for clients with meticulous attention to detail.
• Keep SalesForce tasks and processes on track and up to date.
• Handle tax payment processing efficiently and accurately.
• Manage electronic and paper filing of returns and correspondence with agencies.
• Draft exhibits, generate invoices, and prepare client termination letters.
• Handle expense reporting and follow up on invoices promptly.
• Track CPE training and coordinate tax-related events and socials.
• Attend monthly support team meetings and assist with various administrative projects.
• Coordinate travel arrangements for advisors as needed.

Required Qualifications:

• Ability to thrive in a fast-paced, team-oriented environment.
• Exceptional multitasking skills to support advisors across various financial services.
• Excellent communication and listening skills.
• Outstanding analytical skills and attention to detail.
• Proficiency in Microsoft Office Suite, Outlook, Excel, Adobe, and Word.
• Confidence to collaborate closely with advisors and clients.
• Ability to work independently with minimal supervision.
• Strong organizational skills and keen self-review abilities.
• Adaptability to handle quick turnaround tasks and shifting priorities.

Preferred Qualifications:

• Bachelors Degree preferred.
• Experience with Salesforce a plus.

Don't miss this exciting opportunity to be a vital part of our team! Apply now and take your career to the next level.

How to Apply:

If you're a dedicated and highly organized Executive Assistant with a knack for top-tier administration, we're rolling out the welcome mat for you. Your role is pivotal in backing our senior staff and propelling us to even greater heights.

We're excited to review your application and potentially welcome you to our dynamic team!