Aspire Financial, LLC Hiring for Client Relationship Administrator Job at Scottsdale, AZ Full Time

Client Relationship Administrator

Job Type: Full-time

Location: Scottsdale, AZ

Salary Range: $50,000 – $60,000 (DOE)

Please provide a cover letter with your application.

Description:

Scottsdale financial firm seeks high energy administrative professional. Responsible for managing the daily interactions and associated tasks of our clients to ensure that a healthy relationship is maintained. Emphasis on strong, positive personality with the ability to pivot quickly while learning new skills.

Responsibilities and Duties:

• Answer and direct phone calls.
• Act as point of contact for internal and external clients.
• Provide general support to visiting clients.
• Prepare reports and/or special projects, which may include data collection, coordination, final copy preparation, distribution, etc.
• Analyze and synthesize information from a range of data sources to understand issues, identify options and support sound decision making.
• Fosters long-term professional relationships with clients, customers, and vendors through exceptional customer service.
• Responsible for maintaining the accuracy of the data in CRM software.
• Manages assigned projects in a timely, accurate, and efficient manner.
• Responsible to maintain document management system, including scanning all paper documents and organizing electronic files.
• Data entry to include new client information, project information and financials
• Maintain organization and cleanliness of all communal areas including, lobby, copy room, supply room, conference rooms & kitchen.
• Prepares conference room for meetings including offering and setting out beverages; arranging and ordering lunch if requested.
• Maintain accurate email database for reoccurring updates to clients.
• Collaborate with operations staff to identify and implement best practices.
• Performs other administrative duties and provides support and assistance as requested.

Required Skills/Abilities:

• Outstanding customer service skills.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Ability to proactively identify problems and formulae effective solutions.
• Ability to work extended hours during busy season to include evenings and Saturdays.
• Able to type minimum of 50 words per minute.
• Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.
• Able to work with little supervision and complete projects.
• Possess a positive and professional attitude.
• Ability to collaborate in a cross-functional teamwork environment.

Education and Experience:

• High school diploma required; AA in Business Administration or related field preferred.
• Experience in financial industry preferred.
• 3+ years of Administrative Assistant or related experience required.

Physical Requirements:

• Repetitive motions including the wrists, hands and/or fingers.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Benefits:

• 401 (k)
• 401 (k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance
• Retirement plan
• Paid time off

Job Type: Full-time

Pay: $60,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday
• Overtime

Ability to commute/relocate:

• Scottsdale, AZ 85260: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 1 year (Required)
• Administrative: 3 years (Required)

Work Location: One location