Financial Service Administrative Assistant

Kinghorn LawTucson, AZ
$20 - $24Onsite

About The Position

We're looking for a Financial Service Administrative Assistant who will provide dependable, timely support, helping ensure tasks are completed accurately and efficiently. You will be an integral part of a team, offering flexible support as business needs evolve. A willingness to help, adapt, and work alongside others is key to making a meaningful impact in this role.

Requirements

  • Strong organizational skills with the ability to manage multiple tasks efficiently.
  • High level of professionalism with excellent interpersonal and communication skills (both written and verbal).
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and data entry tools.
  • Strong attention to detail and accuracy in data entry and record-keeping.
  • Ability to work independently and as part of a team.

Nice To Haves

  • Bilingual (Spanish) candidate preferred.

Responsibilities

  • Input, update, and maintain accurate records in the firm's databases and software.
  • Scan, file, and organize documents in both digital and physical formats.
  • Monitor calendar events, send confirmation emails, prepare documentation for client appointments.
  • Provide general administrative assistance across departments, including phone backup, calling leads to schedule appointments, and staffing public educational workshops.
  • Complete miscellaneous tasks as assigned to support operational goals and client service.
  • Other tasks assigned by supervisor, Investor Coaches, Leadership, or attorneys.
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