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!