Established financial planner and wealth advisor for a leading financial services company is seeking the right individual to manage the office as well as enlarge the client base. This fast paced office handles all aspects of financial planning, including investments, insurance, and estate planning. As the administrative assistant, this person will prepare for appointments, provide fundamental client services, submit applications, and manage various projects as well as administrative responsibilities. The applicant MUST be computer literate, detail oriented, multi-task capable, and very personable. While the position is initially part time, the position also has the potential to grow into a full time salaried position based upon individual initiative and skill. Respond with a cover letter, resume, and list of three references. Responses with multiple email addresses in the “to” line will not be considered. Applicants who will be considered first are those who acknowledge in their cover letter that they have read this posting and understand what the position requires. Interviews are multi-stage interviews, and applicants will be tested in a variety of areas for their suitability. Ability to pass a thorough background check is a required condition of employment.

• Location: N Phx
• Compensation: Hourly – to be determined
• This is a part-time job.
• Principals only. Recruiters, please don’t contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.