Top 505 Office assistant Jobs in Guadalupe 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
Executive Assistant
New Reach Education —Tempe, AZ
- Up to $85,000 a year
- Full-time
- Background check
- Google Workspace
- 5 years
- Health savings account
- Paid holidays
Quick Apply
2d
Office Assistant - Office Coordinator
AIRES LLC —Phoenix, AZ
- From $16.50 an hour
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
20h
Branch Office Administrator
Edward Jones —Scottsdale, AZ
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Office Receptionist
Impactia Corp —Phoenix, AZ
- $17 - $26 an hour
- Full-time
- Computer literacy
- Office
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
14d
Office Assistant
Guardian Garage North America LLC —Tempe, AZ
- $39,000 - $42,000 a year
- 8 hour shift
- 18 years or older
- Office
- Driver's License
- Paid holidays
- Paid time off
Quick Apply
8d
Receptionist/Administrative Assistant
Trusted Auto —Tempe, AZ
- $20 - $25 an hour
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
21h
Administrative Assistant
City of Scottsdale —Scottsdale, AZ
- $29.55 an hour
- 8 hour shift
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
2d
Administrative Assistant
Logical Building Services, LLC —Tempe, AZ
- $40,000 - $55,000 a year
- Full-time
- No background check
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Office Assistant
Arizona Urban Arborist LLC —Mesa, AZ
- $16 - $25 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Work from home
- Flexible schedule
Quick Apply
14d
Administrative Assistant I - Retirement Office
City of Phoenix —Phoenix, AZ
- $24.43 - $45.67 an hour
- Online Application
- Clean driving record
- Research
- Office
- Commuter assistance
- Paid parental leave
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
Office Assistant
Genius Network —Tempe, AZ
- $20 - $22 an hour
- Part-time
- Google Workspace
- Heavy lifting
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Receptionist
Cushman & Wakefield —Tempe, AZ
- $22.48 - $26.45 an hour
- Extended hours
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
1d
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
Receptionist/Facilities Administrative Assistant
Karber Corporation —Phoenix, AZ
- $19.00 - $22.50 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
Secretary
Cook Law Office, PLLC —Tempe, AZ
- From $20 an hour
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Health insurance
- 401(k)
Quick Apply
3d
Administrative Assistant
LifeHealth LLC —Phoenix, AZ
- $34.63 an hour
- Full-time
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Admin - Executive Assistant
Helix Traffic Solutions, LLC —Phoenix, AZ
- $30 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Office Administrator
Ecolab Inc. —Chandler, AZ
- $26 - $29 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
9d

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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 assistant jobs in guadalupe az

Administrative Sales Assistant

Executive Assistant

Office Assistant - Office Coordinator

Branch Office Administrator

Office Receptionist

Office Assistant

Receptionist/Administrative Assistant

Administrative Assistant

Administrative Assistant

Office Assistant

Administrative Assistant I - Retirement Office

Receptionist - State Farm Agent Team Member

Office Assistant

Receptionist

Administrative Assistant

Receptionist/Facilities Administrative Assistant

Secretary

Administrative Assistant

Admin - Executive Assistant

Office Administrator

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