Client Services Associate/Executive Assistant

Now Hiring: CSA/Executive Assistant | $65K - $85K | Arizona

Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?

This could be the perfect opportunity for you!

This is a permanent role offering $65K - $85K, depending on experience, and requires candidates to be located in Arizona.

What You'll Do:

Manage and coordinate client requests, including wires, deposits, and cash movements

Assist with account openings, data collection, and documentation

Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables

Provide administrative and operational support to enhance client service efficiency

Handle multiple requests in a fast-paced, team-oriented environment

What We’re Looking For:

Bachelor’s Degree required

Strong attention to detail and organizational skills

Ability to multi-task and prioritize across financial planning, tax, and investment services

Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)

Basic knowledge of financial statements, tax, and investment concepts

Excellent communication and problem-solving skills

If you're a meticulous financial administrator or an EA ready to grow in the finance space, we’d love to connect with you!

Apply today or message me for more details!