Administrative Assistant

Administrative Assistant

Job Description

The Administrative Assistant performs daily administrative and operational tasks with high attention to detail and executes on the team’s client service mission. We are searching for someone with a positive, upbeat attitude who is a strong team player.

Location: Scottsdale, AZ

Job Responsibilities

· Answer phones, schedule client review meetings and maintain office calendar of appointments

· Assist in the assembly of client review presentation materials

· Assist with planning and execution of client appreciation activities and events

· Schedule appointments and maintain a systematic appointment scheduling process. Call clients to remind of upcoming appointments

· Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting

· Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate

· Greet clients and other office visitors in a warm and friendly fashion

· Input data into CRM (Redtail) and ensure accuracy of the information

· Maintain office supplies of our presentation materials

· Prepare new account and service paperwork efficiently and effectively to completion

· Provide customer service both in person and over the phone to facilitate and resolve client service requests

· Send out birthday and holiday cards, Thank You notes, and client event invitations

· Work cooperatively under the guidance of a senior Client Assistant

· Enrolling all clients to their online profile

Compensation

· Job Type: Full-time

· Hours: Monday – Friday 8:00 AM – 4:00 PM

· Pay: From $55,000/year

At Stratos, we invest in our people with affordable, comprehensive medical, dental, and vision coverage; a competitive 401(k) match with immediate vesting; a generous PTO policy; paid parental leave—8 weeks for dads and 16 weeks for moms; employer paid short-term disability and long-term disability, professional development support; and wellness resources. Join a collaborative, people-first culture focused on your growth, well-being, and success.

Equal Employment Opportunity We are an Equal Opportunity Employer (EOE) committed to providing a workplace free from discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any status protected by applicable federal, state, or local law. We value an inclusive workplace where all employees and applicants are treated with dignity and respect.

Key Competencies

· B.S/B.A. degree preferred

· 2+ year’s financial services experience preferred but not required

· Excellent customer service skills

· Organizational skills and multi-tasking ability

· Attention to detail

· Strong Microsoft Word, Excel and Outlook skills

· Strong interpersonal skills and sense of teamwork valued.

· Candidate must be professional in appearance and manner.