Overview
Administrative Assistant Jobs in Scottsdale, AZ at Blakely Walters Wealth Management
Job Title: Administrative Assistant – Wealth Management Firm
Location: 3333 N. Hayden Rd, Scottsdale AZ 85251
Job Type: Full-Time
About Us: Blakely Walters is a trusted wealth management firm that offers personalized financial solutions to high-net-worth individuals and families. We specialize in investment management, financial planning, and retirement strategies to help our clients achieve their financial goals. We are looking for an organized and proactive Administrative Assistant to join our dynamic team and help support our wealth management professionals.
Job Description: As an Administrative Assistant at Blakely Walters, you will play a key role in ensuring the smooth operation of the office by providing administrative support to our wealth management team. The ideal candidate is a highly organized, detail-oriented professional with a passion for providing excellent client service and supporting the firm’s day-to-day operations.
Key Responsibilities:
Provide administrative support to wealth management professionals.
Prepare and organize client documentation, reports, and presentations.
Maintain accurate and up-to-date client files and records.
Answer phone calls, take messages, and direct inquiries to the appropriate team members.
Assist with data entry, document preparation, and other office-related tasks as needed.
Support the team in preparing for client meetings and ensure all necessary materials are ready.
Coordinate and track the progress of various administrative projects.
Maintain office supplies and equipment, ensuring everything is well-stocked and functioning.
Qualifications:
Previous administrative or office support experience, preferably in the financial or wealth management industry.
Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
Excellent written and verbal communication skills.
Proficiency in RedTail, Zoom, DocuSign, Microsoft Office Suite (Word, Excel, Outlook).
Extremely detail-oriented with a high degree of accuracy in work.
Strong interpersonal skills and ability to work well in a team environment.
Ability to maintain confidentiality and handle sensitive information with professionalism.
High school diploma or equivalent.
Why Join Us:
Competitive salary and benefits package.
A supportive and collaborative work environment.
Opportunity to grow within a well-established wealth management firm.
Hands-on experience working alongside experienced professionals in the financial industry.
Blakely Walters is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $21.00 – $25.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
Health insurance
Paid time off
Schedule:
8 hour shift
Day shift
Ability to Commute:
Scottsdale, AZ 85251 (Required)
Ability to Relocate:
Scottsdale, AZ 85251: Relocate before starting work (Required)
Work Location: In person
Title: Administrative Assistant
Company: Blakely Walters Wealth Management
Location: Scottsdale, AZ
