Business Office Coordinator

Business Office Coordinator

Chandler, AZ

Business Office Coordinator Description

What we’ve got:

Our client, who owns a small financial advisory practice providing comprehensive services such as asset management, retirement solutions, and insurance, has an exciting opportunity for an administrative office professional. This role involves overseeing a two-person office for an award-winning financial planning advisor. The position offers an opportunity to work with an engaging, personable executive who believes in daily morning meetings to help empower the right candidate for potential growth in a career in financial advising while learning from the ground up. The office is situated in Chandler, AZ, and there is an opportunity for quarterly bonuses.

What our Client needs:

As the Business Office Coordinator, our client seeks a highly organized, smart, and detail-oriented administrative professional to support their growing financial planning practice. This position plays a crucial role in maintaining operational efficiency, delivering outstanding client service, and ensuring timely and accurate task completion. This role requires a teachable individual who possesses a high sense of urgency and the ability to respond flexibly to tasks as needed.

Key Responsibilities:

• Track and manage multiple workflows simultaneously
• Follow standardized processes and ensure documentation accuracy
• Provide professional, responsive client services
• Maintain strict confidentiality of sensitive client information at all times
• Document workflows and enhance operational systems
• Communicate proactively on real-time project status

Responsibilities Overview:

Client Communication & Scheduling

• Answering phones
• Greeting clients
• Maintaining the advisor's calendar

Account Servicing

• Preparing, reviewing, and processing new account applications
• Accounts Receivable & Accounts Payable as assigned
• Managing transfers and transactions

Administrative Support

• Overseeing office supplies
• Mailing correspondence
• Keeping client records up to date

Office Operations:

• Open and close the office.
• Managing suite relationships with professionals who rent offices in our suite, and ensuring the facility runs smoothly.

Compliance & Compliance Monitoring

• Ensuring all paperwork complies with regulatory standards.
• Attention to Detail: Skilled in managing, organizing, and maintaining accuracy in sensitive, paperwork-intensive settings.

Tech & Client Support

• Technology Proficiency: Familiarity with CRM systems and Microsoft Office Suite.
• Communication: Strong verbal and written abilities for engaging with clients of every financial background, from mid-net-worth clients to high-net-worth clients.

Required Skills & Attributes:

• Education: High school diploma, college degree preferred
• Experience: Minimum of 2–4 years of experience in an administrative, lite bookkeeping, or similar office environment.
• Computer Proficiency: Proficiency in office software is essential, including strong skills in the Microsoft Office Suite (Word, Excel, Outlook), Google Suite, and accounting software such as QuickBooks.
• Exceptional attention to detail
• Strong organizational skills
• Project management for intermittent tasks
• Quick learner who is teachable and can adapt to new systems
• Reliable with follow-through
• Independent worker who follows directions well
• Persistent problem-solver with a positive attitude
• Effective written and verbal communicator
• Adaptable to shifting priorities
• Tech savvy

Mandatory Interview Requirements:

To be considered for this role, all candidates will undergo:

• Personality Assessments
• Reference Check
• Background Check

Our client is offering the following benefits:

• Job Type: W2
• Location - Chandler Office: On-Site Monday-Thursday and Remotely Friday if you have a home office setup
• Compensation: $48K - $50K annually DOE
• Bonus: $1,000 Quarterly can be earned
• 1-Week vacation annually
• Hands-on training and an opportunity to grow with our organization

Pay: $48,000.00 - $50,000.00 per year

Benefits:

• Paid time off

Work Location: In person

Salary : $48,000 - $50,000