Office Specialist - Financial Firm - Scottsdale, AZ

Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

Safeguard Investment Advisory Group in Scottsdale, AZ is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support.

Minimum Requirements:

HS Diploma

Some experience in working in a professional office and fast-paced environment

Proficient skills with MS Office Suite

Comfortable and familiar with CRM platforms

Industry experience preferred, but not required

Key Responsibilities:

Receive incoming client calls in a friendly manner

Processing new client applications

Input prospects to database

Handle servicing of specific client accounts (opening, closing, and transferring of accounts)

Manage Advisors calendar, keep Advisor organized, and prep for all client meetings

Set appointments, reschedule appointments

Run errands as needed

Keep CRM updated with client interaction

Attend seminars/workshops and follow up with the prospects from the seminars

Work independently and proactively to meet personal business goals

Assist Advisors with follow up on Marketing Leads

Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor

Call and confirm all appointments

Salary

$25/hr.-$27/hr.

Hours

Monday – Friday

8:30 AM – 5:00 PM

Health Insurance

Employee Only

Need Time?

PTO – 2+ Weeks

Seminar Hours – 4 per month

6:00 PM – 8:00 PM

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!