Financial Service Administrative Assistant

Kinghorn Law•Tucson, AZ

9d•$20 - $23•Onsite

About The Position

We're looking for a Financial Service Administrative Assistant who will provide dependable, timely support across departments, 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. This description reflects the wide range of responsibilities that come with the role. It highlights the dynamic nature of the position and the shared commitment to maintaining strong operational standards while delivering thoughtful, high-quality service to our clients.

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 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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