Financial Administrative Assistant

5 days ago


Scottsdale, United States SG Insurance & Estate Services Full time

Job Description:
Join SG Insurance and Estate Services, a vibrant and rapidly expanding company in the financial services industry. As our new Financial Administrative Assistant, you'll be stepping into a role that's at the heart of our operations during an exhilarating period of 10X year-over-year growth. If you're meticulously organized, detail-oriented, and looking for a chance to dive into the financial sector, this is your opportunity

Key Responsibilities:

- **Document Facilitator**: Prepare and manage document packets for digitization, keeping our client data secure and accessible.
- **Master of Schedules**: Coordinate meetings and communication flows for our clients, ensuring seamless interactions.
- **Supply Guru**: Keep our office running smoothly by managing supplies and daily needs.
- **Team Supporter**: Directly assist three financial advisors, empowering them to focus on client success.

**Requirements**:

- Exceptional organizational skills and attention to detail.
- Proficiency in Microsoft Office, especially Word, and familiarity with Gmail.
- Energetic and adaptable to a fast-paced office environment.
- Curious and eager to grow in the financial industry, with plenty of room for advancement.

Additional Information:

- This is an office-based position, starting part-time (30 hours per week) with the potential to transition to full-time during our busy season (Q4 or beginning of January).
- Salary: $16.25 to $20.50 per hour, based on experience.
- Benefits include paid sick leave and vacation time.
- Full-time employment offers additional benefits.

**What’s in it for you?** A chance to join a thriving company at a pivotal time, learn from industry experts, and grow your career in a supportive and exciting environment.

How to Apply:
**Job Type**: Part-time

Pay: $16.25 - $20.50 per hour

Expected hours: 30 per week

**Benefits**:

- Paid time off

Schedule:

- Monday to Friday
- No weekends
- Overtime

**Education**:

- Associate (required)

Work Location: In person


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