5080 N. 40th St. Suite 400 Phoenix 85018
Administrative Assistant needed for Financial Services firm in Phoenix, Arizona.
- 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.