Top 705 Office clerk Jobs in Chandler, Az

Administrative Sales Assistant
Retirement Wealth Partners —Chandler, AZ
- $45,000 - $50,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Sales
- Health savings account
- Health insurance
Quick Apply
Administrative Assistant - Scottsdale
Valley Endodontics and Oral Surgery —Scottsdale, AZ
- $22 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Surgery
- Paid holidays
- Health insurance
Quick Apply
2d
Executive Assistant
Sun Valley Builders —Scottsdale, AZ
- $28 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Secretary/Receptionist
Great Western Iron Works —Phoenix, AZ
- From $17 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Outlook
Quick Apply
Administrative Assistant
Service Corporation International —Scottsdale, AZ
- From $17 an hour
- Full-time
- Inventory management
- Basic math
- Office
- Health savings account
- Health insurance
Quick Apply
7d
Administrative Assistant
Win Win Investment Planning —Chandler, AZ
- $20 - $22 an hour
- Full-time
- Microsoft Excel
- Office
- Microsoft Office
- Health insurance
- Employee discount
Quick Apply
12d
Front Office Coordinator
Forte Homes —Chandler, AZ
- $24 - $30 an hour
- Full-time
- Background check
- Microsoft Outlook
- Office
- Health insurance
- Paid time off
Quick Apply
Front Desk Receptionist
Western States Flooring Inc. —Chandler, AZ
- $17 - $19 an hour
- Full-time
- Computer literacy
- Office
- Data entry
Quick Apply
1d
Office Assistant
Acadia Care Group —Gilbert, AZ
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Pass drug screening
Quick Apply
Office Assistant/Receptionist
Marshall Insulation —Chandler, AZ
- $18 - $21 an hour
- Full-time
- Background check
- Customer service
- Office
- Health savings account
- Paid holidays
Quick Apply
9d
Attendance Specialist
Gilbert Public Schools —Gilbert, AZ
- From $19.10 an hour
- Online Application
- High school
- High school diploma or GED
- Fingerprint clearance
2d
Medical Data Entry Specialist
MY DR NOW —Chandler, AZ
- $16 - $19 an hour
- Part-time
- Typing
- In-person
- Leadership
- Health savings account
- Health insurance
Quick Apply
Front Desk Receptionist
Sunbird Golf Resort —Chandler, AZ
- $17 - $18 an hour
- Part-time
- Administrative experience
- Organizational skills
- In-person
Quick Apply
5d
Receptionist - State Farm Agent Team Member
Tammy White - State Farm Agent —Chandler, AZ
- $65,000 - $80,000 a year
- Full-time
- Office
- Children
- Communication skills
- Health insurance
- Paid time off
Quick Apply
Office Administrator
Ecolab Inc. —Chandler, AZ
- $26 - $29 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
9d
Inventory Clerk
AvAir —Chandler, AZ
- Full-time
- Basic math
- Ability to lift 50 pounds
- Warehouse
- Wellness program
- Health savings account
Receptionist
Atria Senior Living - Chandler Villas —Chandler, AZ
- $15.15 - $18.18 an hour
- Part-time
- CPR Certification
- Basic math
- High school diploma or GED
- Paid holidays
- Health insurance
2d
Receptionist - State Farm Agent Team Member
Joseph Lau - State Farm Agent —Chandler, AZ
- $65,000 - $85,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Front Office Admin Assistant
Acadia Care Group —Gilbert, AZ
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Pass drug screening
Quick Apply
Office Administrator
Acadia Care Group —Gilbert, AZ
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Pass drug screening
Quick Apply

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Administrative Sales Assistant

Retirement Wealth Partners
Chandler, AZ

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Retirement plan

Qualifications

Record keeping
Customer communication
Microsoft Excel
Sales
Basic math
Customer inquiry handling
Administrative experience
Client database systems
Productivity software
Customer information system software
Technical Proficiency
Office experience

Full Job Description

Summary of responsibilities

This position provides customer service and administrative support to financial advisors who work through Commonwealth as their broker dealer. You will interface with clients, prospects, vendors, other employees and others by answering and responding to emails and phone calls quickly and efficiently, while maintaining operating efficiency with paperwork and software programs. Additionally, the role ensures the accuracy of transactions, oversees account maintenance, acts as a liaison with the broker/dealer, as needed, and ensures compliance with all relevant government regulations.

Principal responsibilities

Possess a positive attitude and a pleasant demeanor
Greet clients and handle their immediate needs
Assist with projects, as needed
Accept deliveries and incoming faxes
Help with client mailings
Schedule meetings for advisors
Use COMMunity Link® / Clientworks to access resources, Morningstar®, and so on
Meet with clients to complete paperwork; ensure all required forms are completed fully and accurately.
Complete all forms correctly and submit them in a timely fashion
Generate reports and presentations for advisor’s meetings with clients.
Provide total office coverage in the absence of advisors or other employees
File client statements, correspondence, and agreements so that all client filing is completed in a timely fashion
Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly
Handle phone calls from clients, when appropriate; transfer calls to advisor, when required
Build and maintain relationships with prospects and clients
Organize client appreciation events and seminars
Spearhead marketing programs for prospects and/or clients using tools such as mail merge.
Update and maintain Customer Relationship Management (CRM) system of clients and prospects to ensure accuracy and maximize effectiveness of data
Ensure check deposits and withdrawals are made in a timely and accurate manner.
Oversee all areas of compliance
Manage and resolve client service problems
Provide administrative support, including:
Maintain updated client contact records using CRM system.
Print trade confirmations.
Follow up on outstanding transactions with Commonwealth (e.g., transfers).
Maintain up-to-date organized client files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
Prepare and send outgoing mail.
Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).
Other duties, as assigned

Preferred knowledge/skills/competencies

Bachelor’s degree from a 4 year college or university
Vast Experience in the financial services industry
Licensed (Series 6, 7, 63, 65)
Proficient in Spanish
Knowledge and/or experience with qualified plans

Required knowledge/skills/competencies

At least three years’ experience in an administrative role
Ability to think conceptually and high attention to detail
A self-starter who can work independently
Ability to handle multiple tasks and operate under tight deadlines
Detail-oriented; strong math, decision-making, and analytical skills
Sufficient patience to do repetitive work correctly
Ability to follow directions - fill out forms exactly
Demonstrated ability to work in fast-paced environment
Excellent organizational and time management skills
Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.)
Familiarity with basic marketing concepts and practices
An amazing attitude and extraordinary customer service skills
Ability to think on one’s feet with changing situations
Outstanding computer skills, including knowledge of CRM software programs and MS Office Suite (Word, Excel, and PowerPoint)
Technical aptitude, including strong PC, Internet, and software skills
Superior interpersonal, oral, and written communications skills in person, through email and on the phone
Ability to break down complex objectives into discrete steps and tasks to facilitate successful implementation
Exceptional customer service experience
Ability to interact with people across all levels of the business
Ability to effectively prioritize workload and meet deadlines
Strong work ethic

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

office clerk jobs in chandler, az

Administrative Sales Assistant

Administrative Assistant - Scottsdale

Executive Assistant

Secretary/Receptionist

Administrative Assistant

Administrative Assistant

Front Office Coordinator

Front Desk Receptionist

Office Assistant

Office Assistant/Receptionist

Attendance Specialist

Medical Data Entry Specialist

Front Desk Receptionist

Receptionist - State Farm Agent Team Member

Office Administrator

Inventory Clerk

Receptionist

Receptionist - State Farm Agent Team Member

Front Office Admin Assistant

Office Administrator

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