Executive assistant Jobs in Scottsdale, AZ

Job description

Juniper Wealth Management, a financial advisory firm located in Scottsdale in the Paradise Valley and McCormick Ranch area, is looking for someone who is willing to learn and actively contribute from day one.

Our priority is our employees, and we foster a culture of fun and development for those who want to love where they work and the people they help while looking for opportunities for growth.

General Summary of Duties and Responsibilities :

The primary role of the Executive Assistant is to work closely with the Founder & Lead Advisor helping his clients meet or exceed their desired financial, income, tax, healthcare and legacy & estate planning goals and objectives.

Job Duties :

• Work directly with the Founder and Lead Advisor to support all aspects of his daily work routine
• Determine priority of matters of attention for the Founder and Lead Advisor; redirect matters to staff to handle, or handle matters personally, as appropriate
• Keep the Founder and Lead Advisor advised of time-sensitive and priority issues, ensuring appropriate follow-up
• Prepare all new account opening applications for assets under managements and insurance products.
• Follow up on all money transfers and movement until accounts are opened and fully funded.
• Attend meetings with new clients taking meeting notes and entering into our Redtail CRM system and creating necessary action plans and next steps
• Maintain Founder and Lead Advisor’s calendar, including scheduling meetings, appointments, speaking engagements, and travel arrangements with the ability to exercise discretion in committing time and evaluating needs.
• Coordinate financial, tax & estate planning work with in-house departments and Partner Certified Financial Planners (CFP’s), Certified Public Accountants (CPA’s) & Estate / Business / Tax Attorneys
• Provide meeting preparation, coordination, monitoring, and communication for 1st, 2nd, 3rd & future meetings preparation
• Assist activities and processes including project planning, intake, prioritization, initiation, execution, and training, as well as in fostering collaboration of end-users and key stakeholders
• Serve as a primary point of contact between Founder and Lead Advisor and existing & future clients
• Assist the Founder and Lead Advisor in the development of PowerPoints / Zoom & webinar presentations
• Handle printing, faxing, mail / overnight packages, copying, filing, and email / messages
• Sort and triage mail; Maintain e-mail and other address directories
• Compose and prepare letters relating to routine correspondence for the Founder and Lead Advisor’s signature
• Schedule departmental meetings; Assist in the preparation and distribution of meeting agendas and materials
• Transcribe source material, prepare documents, reports, tables and charts; distribute as appropriate
• Prepare, reconcile, and submit expense reports
• Maintain paper and electronic filing systems
• Maintain confidential and sensitive information
• Attend meetings and take notes of discussion; Prepare the initial draft of minutes and summaries
• Complete a variety of special projects including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material.
• Other additional and / or alternative duties as assigned from time to time, including supporting other departments or Executives as needed
• You’ll often work independently but will have a team backing you every step of the way
• Routinely perform a wide variety of support duties

What We're Looking for in the Ideal Candidate :

A positive and energetic attitude eager to tackle new projects and ideas with a resourceful and can-do attitude in a fast-paced environment

An organized and detail-oriented self-starter who exhibits sound judgment with the ability to prioritize and make decisions

Enjoys working with clients and prospective new clients

A team player capable of cultivating productive working relationships across the firm

Comfortable interacting and working closely with Type A personality Lead Advisor & Fiduciary

Prior experience in the financial services industry a plus

Experience & Qualifications :

Bachelor's degree preferred

Ability to motivate clients and prospects to set appointments

Exceptional multitasking and time management skills with attention to detail and accuracy

Consistent follow-through and taking projects through completion

A hard-working problem solver

Excellent communication skills, especially on the phone

Command of the English language, spelling and grammar

Ability to prioritize and work with a demanding team

Experience working in a fast-paced environment

Proficient in Microsoft Office, particularly Word, Excel and PowerPoint as well as possessing a working knowledge of computers, scanners, printers, and various software such as Zoom, Financial Planning Software and Redtail CRM

Experience working with CRM systems a plus

Benefits :

401(k)

Dental Insurance

Health Insurance

Vision Insurance

Life Insurance

Paid Time Off

Schedule :

Monday through Friday, 8 : 30 AM - 5 PM

Some evenings required

Job Type : Full-time

Pay : $60,000.00 - $70,000.00 per year Plus Quarterly Performance Bonuses up to 5% of Salary ($3,000 to $3,500 a Quarter) or up to ($12,000 - $14,000 a year)