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Business Support Specialist

1 week ago

Glendale, Arizona, United States Magellan Financial & Insurance Services, Inc. Full time
Company Overview: Magellan Financial & Insurance Services, Inc. is a boutique financial services firm committed to providing tailored investment solutions and personalized client care. Our team works collaboratively to build lasting relationships with our clients, deliver exceptional service, and maintain a professional environment.

Salary: Competitive compensation package

Job Description: As an Administrative Specialist, you will be responsible for client onboarding, business flow management, advisor support, calendar management, event coordination, and office operations. You will work closely with our investment advisors to ensure smooth operations and a seamless client experience.

Required Skills and Qualifications:
  • Tech-Savvy: Proficient in using Mac systems and familiar with Microsoft Word and Excel.
  • Organized and Detail-Oriented: Ability to manage multiple tasks with precision and efficiency.
  • Dependable: A strong work ethic and reliability are essential.
  • Strong Typing Skills: Comfortable with data entry and written communication.
  • Professional and Personable: A welcoming demeanor and strong interpersonal skills to connect with clients and team members.