Investor Service Administrative Assistant

Kinghorn Law•Tucson, AZ

11h•Onsite

About The Position

We are an expanding estate planning law and financial firm dedicated to helping our clients confidently navigate complex legal and financial matters. Our purpose is to empower individuals and families to achieve peace through educating, coaching, and serving with love and compassion. Extreme Ownership, Dignity, Warmth, Discovery, and Community are our core values, and we seek individuals who align with these principles. We are seeking candidates with professional office experience in a structured, administrative, or legal-support environment. The Administrative Assistant will work under the guidance of the Investor Service Manager and Investor Coach and will provide reliable and timely support to complete assigned tasks accurately and efficiently. Experience in retail, hospitality, or other non-professional environments will not meet the requirements for this role. We are looking for a candidate who is interested in a long-term position and who values stability in their career. This role is best suited for someone seeking to grow with our team rather than those pursuing short-term or transitional employment. Consistent work history and a demonstrated commitment to previous roles are strongly preferred. Please note that this is an in-office role, and remote work arrangements are not available.

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

Data Entry & Document Management: Input, update, and maintain accurate records in the firm's databases and software
Scan, file, and organize documents in both digital and physical formats
Departmental Support: 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 educational workshops
Complete miscellaneous tasks as assigned to support operational goals and client service
Other tasks assigned by supervisor, investor coaches, leadership, or attorneys