Admin Assistant - Professional Partners Group
Scottsdale, AZ
About the Job
Administrative AssociateI
REPORT TO:Administrative AssociateManager
LOCATION:Scottsdale or Tucson, AZ
POSITION DESCRIPTION
The Administrative Associatewill manage the administrative side of the client relationship with an emphasis on efficiency, timeliness,and accuracy.Theposition requiresexceptionalattentiontodetail,theabilityto multitask,prioritizeandmanagetime appropriatelytoaccommodate multiplerequestsat once. Thepositionrequiresexcellent communicationskillsandtheabilitytoworkwithdifferent groupsandwork styles.
REPORT TO:Administrative AssociateManager
LOCATION:Scottsdale or Tucson, AZ
POSITION DESCRIPTION
The Administrative Associatewill manage the administrative side of the client relationship with an emphasis on efficiency, timeliness,and accuracy.Theposition requiresexceptionalattentiontodetail,theabilityto multitask,prioritizeandmanagetime appropriatelytoaccommodate multiplerequestsat once. Thepositionrequiresexcellent communicationskillsandtheabilitytoworkwithdifferent groupsandwork styles.
PRIMARY RESPONSIBILITIES
•Preparation of client meeting documents and account paperwork
•Document preparation and processing
•Inputting and updating client information in our CRM
•Managing documents and client’s electronic files
•Account maintenance within TCI systems and with custodians
•Management of daily check deposits
•Partner with Relationship Associates to deliver abest-in-classclient experience
•Preparation of client meeting documents and account paperwork
•Document preparation and processing
•Inputting and updating client information in our CRM
•Managing documents and client’s electronic files
•Account maintenance within TCI systems and with custodians
•Management of daily check deposits
•Partner with Relationship Associates to deliver abest-in-classclient experience
KNOWLEDGE, SKILLS & ABILITIES
•A Bachelor’s Degree in Business,Finance,or a related degreepreferred
•0–2years proven success in financial services fieldpreferred
•Proficiency in Microsoft Applications including Word, Excel, PowerPoint & Outlook
•Previous experience with ClientRelationship Manager (CRM) software preferred
•Client-first attitude–Seeks to provide outstanding service to all internal and external clients.
Attention to Detail: Diligently attends to details and pursues quality in accomplishing tasks.
Produces quality work in an accurate and timely manner.
• Thoroughness: Ensures that work is complete and accurate; independently follows up with
others to ensure that agreements and commitments have been fulfilled.
• Effective Communication: Expresses oneself productively in communications with others
both verbally and in writing; listens to people and ensures that information is received and
understood by constituents.
Produces quality work in an accurate and timely manner.
• Thoroughness: Ensures that work is complete and accurate; independently follows up with
others to ensure that agreements and commitments have been fulfilled.
• Effective Communication: Expresses oneself productively in communications with others
both verbally and in writing; listens to people and ensures that information is received and
understood by constituents.
Source : Professional Partners Group
