This job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/7446531

[Aministrative Assistant / Client Associate (Financial Services)]{role="text"}

Location:Glendale, AZ

We are seeking a reliable and detail-oriented Administrative Assistant / Client Associate to support a financial advisor in a fast-paced office environment. This role is essential to delivering a high level of service to clients while keeping day-to-day operations organized and efficient.

[Key Responsibilities]{role="text"}

Manage incoming communications (email, phone, mail) and track

follow-ups

Coordinate and schedule client appointments

Prepare and organize paperwork for meetings

Assist with client onboarding and data entry into internal systems

Process applications, documentation, and basic transactions

Maintain accurate client records and ensure files are up to date

Follow up on pending business with clients, carriers, and internal

partners

Support general office operations and advisor requests as needed

[What Were Looking For]{role="text"}

Strong organizational skills and attention to detail

Professional communication skills (written and verbal)

Ability to manage multiple tasks and prioritize effectively

Positive attitude and client-first mindset

Comfortable working with basic technology and office systems

J.P.Boysen & Co. LLC jobs

Administrative Assistant