Client Services Associate/Executive Assistant

???? Now Hiring: CSA/Executive Assistant | $65K - $85K | Arizona ????

Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?

This could be the perfect opportunity for you!

This is a permanent role offering $65K - $85K, depending on experience, and requires candidates to be located in Arizona.

What You'll Do:

✅ Manage and coordinate client requests, including wires, deposits, and cash movements

✅ Assist with account openings, data collection, and documentation

✅ Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables

✅ Provide administrative and operational support to enhance client service efficiency

✅ Handle multiple requests in a fast-paced, team-oriented environment

What We’re Looking For:

✔ Bachelor’s Degree required

✔ Strong attention to detail and organizational skills

✔ Ability to multi-task and prioritize across financial planning, tax, and investment services

✔ Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)

✔ Basic knowledge of financial statements, tax, and investment concepts

✔ Excellent communication and problem-solving skills

If you're a meticulous financial administrator or an EA ready to grow in the finance space, we’d love to connect with you!

???? Apply today or message me for more details!