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Office Coordinator

2 months ago

Glendale, Arizona, United States Retirement Matters Full time
Position Title: Office Coordinator at Retirement Matters

Are you seeking a stable position within a supportive environment?

  • Do you want to contribute to a company that prioritizes community service?
  • Are you passionate about assisting others in a nurturing setting?

This full-time role at Retirement Matters is ideal for a friendly, organized, and dependable individual. You will be joining a compassionate and collaborative team that values a familial atmosphere.

PRIMARY DUTIES:

  • Client Engagement
    • Respond to incoming calls and warmly welcome visitors
    • Provide recommendations to enhance client satisfaction
  • Team Assistance
    • Manage emails, arrange appointments, and work alongside colleagues
  • Office Management
    • Oversee office supplies and ensure a well-maintained workspace

ESSENTIAL QUALITIES AND SKILLS:

  • Organized, Detail-Oriented, Reliable, Client-Focused
  • Diplomatic, Compassionate, Self-Driven

QUALIFICATIONS:

  • At least 3 years of experience in administrative or customer service roles
  • Familiarity with MS Office and CRM systems is preferred

WORK SCHEDULE:

  • Monday-Thursday: 8:00 am - 5:00 pm
  • Friday: 8:00 am - 12:00 pm

COMPENSATION PACKAGE:

  • Salary range of $40,000 - $45,000 based on experience
  • Includes paid holidays, PTO, personal development funding, and potential bonuses

Company Overview:

Retirement Matters is a wealth management firm with over three decades of expertise. Our dedicated team focuses on delivering tailored financial planning services for individuals approaching retirement and those transitioning into this phase of life. We take pride in our supportive and generous team members who consistently prioritize the best interests of our clients.