Administrative Assistant

Company Description Cook Financial Group, LLC is a growing financial services firm dedicated to helping clients manage and plan their financial futures with clarity and confidence. The organization focuses on personalized service, offering tailored solutions that address each client’s unique goals and circumstances. Team members collaborate in a professional environment that values integrity, reliability, and strong client relationships. The firm emphasizes efficiency, accuracy, and service excellence in all operational and administrative processes.

Role Description

The Administrative Assistant is a part-time, on-site role based in Gilbert, AZ, supporting the daily operations of Cook Financial Group, LLC. This position manages front-office activities, including answering and directing phone calls, greeting visitors, and handling incoming and outgoing mail. The role includes scheduling appointments, maintaining calendars, organizing meetings, and preparing basic documents and correspondence. The Administrative Assistant will perform general clerical tasks such as data entry, filing, recordkeeping, and maintaining office supplies and equipment. This team member collaborates closely with executives and staff to support administrative needs and deliver a professional experience to clients.

Qualifications

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• Administrative Assistance and Clerical Skills to manage scheduling, filing, data entry, and office organization.
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• Professional Phone Etiquette and Communication skills to interact effectively with clients, partners, and team members.
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• Experience with Executive Administrative Assistance, including calendar management, meeting coordination, and document preparation.
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• Proficiency with office software (e.g., Microsoft Office or equivalent productivity tools) basic computer literacy and basic AI experience is a plus.
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• Attention to detail, reliability, and the ability to prioritize tasks in a fast-paced professional environment.
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• Ability to work on-site in Gilbert, AZ and collaborate with a diverse team in a client-focused setting.
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• Prior experience in a financial services or professional office environment is beneficial.
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• High school diploma or equivalent required; additional education or certifications in business or office administration are a plus.
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