Top 237 Trade assistant Jobs in Chandler, Az

Administrative Sales Assistant
Retirement Wealth Partners —Chandler, AZ
- $39,000 - $50,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Sales
- Health savings account
- Health insurance
Quick Apply
Fire Hose Technician - 100% Travel
Fire Catt —Mesa, AZ
- From $19.90 an hour
- Overtime
- Background check
- Military
- Pass drug screening
- Travel reimbursement
- Disability insurance
Quick Apply
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
Fire Hose Technician
Fire Catt —Phoenix, AZ
- $19.90 an hour
- Overtime
- Background check
- Military
- Pass drug screening
- Travel reimbursement
- Disability insurance
Quick Apply
Client Care Specialist II - Medical Back Office
Redemption Psychiatry —Gilbert, AZ
- Full-time
- HIPAA
- English
- Mid-level
Quick Apply
3d
Freight Forwarder Assistant
DSV —Chandler, AZ
- $20.50 - $27.50 an hour
- Full-time
- Computer literacy
- Basic math
- Mid-level
Administrative Assistant
Penington Painting Company LLC —Chandler, AZ
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Medical Assistant - Mesa Clinic
Arizona Gynecology Consultants —Mesa, AZ
- $18 - $23 an hour
- Spanish
- Computer literacy
- English
Quick Apply
Critical Environment Support Assistant
Microsoft —Phoenix, AZ
- $23.65 - $40.91 an hour
- 12 hour shift
- Background check
- Maintenance
- High school diploma or GED
4d
Filter Servicer
Arizona State University —Tempe, AZ
- $20 an hour
- Full-time
- Background check
- Clean driving record
- Customer service
- Wellness program
- Paid parental leave
Project Manager Assistant (Onsite)
Industrial Design —Chandler, AZ
- Full-time
- Construction site
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Plumbing Assistant
Phoenix Water Solutions —Phoenix, AZ
- $18 - $25 an hour
- Full-time
- Clean driving record
- Construction site
- Residential
- Health insurance
- Dental insurance
Quick Apply
6d
Assistant Customer Service Representative
J.R McDade Co., LLC —Phoenix, AZ
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Marketing Assistant - Flooring
Two Brothers Epoxy Flooring, LLC —Phoenix, AZ
- $50,000 - $60,000 a year
- Full-time
- Construction site
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
4d
MEDICAL REGISTRATION SPECIALIST
SOUTHWEST MEDICAL IMAGING —Phoenix, AZ
- Full-time
- Computer literacy
- High school diploma or GED
- Trade school
- Paid jury duty
- Health savings account
Quick Apply
Critical Environment Technician
Microsoft —Phoenix, AZ
- $23.65 - $53.70 an hour
- Weekends as needed
- Background check
- Mid-level
- High school diploma or GED
Electrician Helper - Street Transportation Department
City of Phoenix —Phoenix, AZ
- $23.64 - $31.68 an hour
- Weekends as needed
- Clean driving record
- Construction site
- CDL A
- Commuter assistance
- Paid parental leave
Design Assistant/CAD Drafter
Kahala Management LLC —Scottsdale, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
5d
Parks Maintenance Worker II Parks and Basins Maintenance Assignment
City of Mesa, AZ —Mesa, AZ
- $49,041.20 - $69,388.18 a year
- Full-time
- CDL A
- Mid-level
- High school diploma or GED
HVAC Technicians (Tier I and II)
Arizona State University —Tempe, AZ
- $26 - $34 an hour
- Weekends as needed
- Background check
- Clean driving record
- Mid-level
- Wellness program
- Paid parental leave

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trade assistant jobs near chandler, az

Administrative Sales Assistant

Retirement Wealth Partners
Chandler, AZ

Quick Apply

Job Details

Full-time
$39,000 - $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: $39,000.00 - $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

trade assistant jobs in chandler, az

Administrative Sales Assistant

Fire Hose Technician - 100% Travel

Executive Assistant

Fire Hose Technician

Client Care Specialist II - Medical Back Office

Freight Forwarder Assistant

Administrative Assistant

Medical Assistant - Mesa Clinic

Critical Environment Support Assistant

Filter Servicer

Project Manager Assistant (Onsite)

Plumbing Assistant

Assistant Customer Service Representative

Marketing Assistant - Flooring

MEDICAL REGISTRATION SPECIALIST

Critical Environment Technician

Electrician Helper - Street Transportation Department

Design Assistant/CAD Drafter

Parks Maintenance Worker II Parks and Basins Maintenance Assignment

HVAC Technicians (Tier I and II)

I want to receive the latest job alert for trade assistant in chandler, az

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