Administrative Assistant

Phoenix 85018

Job Category: Administrative & Professional Job Number: 20501

Administrative Assistant needed for Financial Services firm in Phoenix, Arizona.
Responsibilities include:
  • Enter client data / transfer data amongst systems
  • Prepare documents for meetings
  • Manage E-Apps
  • Track underwriting
  • Complete annuity paperwork for clients
  • Obtain and track new business development opportunities
  • Monitor incoming emails
  • Track service requests

The ideal candidate will have a strong background in coordination, managing calendar changes, and sending out meeting invitations. Experience with EMoney a plus.

Salary: $36-$42k + discretionary bonus after probationary period.

Kelly Stewart

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