Entry-Level Industry: Financial Services

About Us: Financial Life Planners has been a trusted part of the community for years, providing expert financial services to those in retirement or nearing it.

As a boutique Financial Services firm, Financial Life Planners takes pride in offering personalized retirement and financial planning solutions tailored to the unique needs of our clients.

As we continue to expand, we are seeking a detail-oriented and proactive Administrative Assistant to join our team and contribute to our commitment to excellence.

Job Description:

As an Administrative Assistant at Financial Life Planners, you will be an integral part of our team, providing crucial support to ensure the smooth functioning of our office. This role is ideal for someone who thrives in a dynamic environment, is well-organized, and possesses excellent communication skills.

Key Responsibilities:

• Efficiently manage office tasks, including phone calls, emails, and correspondence.
• Assist in maintaining organized and up-to-date client records and documentation using tools like Dropbox.
• Coordinate appointments and meetings for Advisors, both internally and with clients using tools such as Apptoto.
• Provide administrative support to various teams within the company as needed.
• Assist with general office tasks and projects as needed.
• Manage office supplies to maintain adequate inventory.
• In-office Mail Management, incoming and outgoing correspondence

Qualifications:

• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Prior administrative experience is preferred but not mandatory.
• Strong attention to detail and organizational abilities.
• Ability to thrive in a dynamic and fast-paced environment.
• Comfortable on the phone and making calls.
• Bookkeeping experience a plus

Benefits:

• Competitive compensation in a dynamic and growing financial services industry.
• A modern office setting with a welcoming and collaborative team.
• On-site parking facilities for the convenience of our employees.
• Paid training to ensure your success in your role.
• Opportunities for professional growth and advancement within our expanding company.

Additional Information:

Schedule

20 Hours Per Week

Monday – Friday: 9AM – 1 PM

On occasion may be required to work outside normal working hours for special events.

Commute

10429 S. 51st St. Suite 220

Phoenix, AZ 85044

Required commute to the office and on occasion may be required to commute to company events that

are off-site.

Compensation

$18.00 - $20.00/hr. based on experience

How to Apply:

If you are enthusiastic about making a positive impact on people's financial well-being during their retirement years and are eager to be part of a close-knit, forward-thinking team, we encourage you to apply. To apply, please submit your resume and a cover letter outlining your relevant experience and explaining why you would be a great fit for this role.

Financial Life Planners is an equal opportunity employer and values diversity and inclusion in our workplace.

Join us in our mission to empower individuals to enjoy their retirement with financial security.

Applytoday and be part of our growing team at Financial Life Planners.

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Expected hours: 20 per week

Schedule:

• 8 hour shift
• Day shift

Work Location: In person