Administrative Assistant

2 weeks ago


Tempe, United States Modern Strategy Investments Full time

Company Description

Modern Strategy Investments is a financial services firm located in Tempe, AZ. We work closely with individuals and small businesses, offering tailored solutions and opportunities to manage their finances. Our comprehensive approach includes retirement planning, tax savings, education planning, and preparation for unexpected circumstances. We collaborate with estate attorneys, divorce attorneys, and CPAs to ensure flexibility and create customized plans for our clients. As trusted partners, we prioritize education and aim to empower our clients to make informed decisions about their investments.


Role Description

This is a full-time on-site role for an Administrative Assistant at Modern Strategy Investments. The Administrative Assistant will be responsible for performing various administrative tasks, including managing phone calls, maintaining communication channels, providing executive administrative support, and utilizing clerical skills. The role requires strong attention to detail and effective communication abilities.


Qualifications

  • Administrative Assistance and Executive Administrative Assistance skills
  • Effective phone etiquette and communication abilities
  • Proficient clerical skills
  • Strong organizational and time management skills
  • Attention to detail and ability to prioritize tasks
  • Prepare, organize, coordinate, and maintain all client paperwork
  • Schedule appointments
  • Proficiency in Microsoft Office Suite
  • Ability to adapt to changing priorities and work well under pressure
  • Previous experience in the financial services industry is a plus


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