Administrative Assistant / Client Associate (Financial Services)
Location: Glendale, AZ
We are seeking a reliable and detail-oriented Administrative Assistant / Client Associate to support a financial advisor in a fast-paced office environment. This role is essential to delivering a high level of service to clients while keeping day-to-day operations organized and efficient.
Key Responsibilities
- Manage incoming communications (email, phone, mail) and track follow-ups
- Coordinate and schedule client appointments
- Prepare and organize paperwork for meetings
- Assist with client onboarding and data entry into internal systems
- Process applications, documentation, and basic transactions
- Maintain accurate client records and ensure files are up to date
- Follow up on pending business with clients, carriers, and internal partners
- Support general office operations and advisor requests as needed
What We're Looking For
- Strong organizational skills and attention to detail
- Professional communication skills (written and verbal)
- Ability to manage multiple tasks and prioritize effectively
- Positive attitude and client-first mindset
- Comfortable working with basic technology and office systems
Experience
- Financial industry experience not required, but preferred
- Background in administrative support and/or customer service strongly desired
- Experience with project coordination or task management is a plus
Compensation & Benefits
- Base salary: $42,000 - $52,000
- Additional profit sharing opportunities
- Estimated Year 1 total compensation: $55,000 - $80,000
- 2 weeks paid time off (PTO)
- Potential hybrid work-from-home flexibility (based on performance and role fit)
Why This Role
This is a great opportunity for someone looking to grow in a professional office environment, gain exposure to financial services, and develop valuable operational and client service experience.