Job Title

Administrative Assistant / Client Associate (Financial Services)Location: Glendale, AZWe are seeking a reliable and detail-oriented Administrative Assistant / Client Associate to support a financial advisor in a fast-paced office environment. This role is essential to delivering a high level of service to clients while keeping day-to-day operations organized and efficient.Key Responsibilities Manage incoming communications (email, phone, mail) and track follow-ups Coordinate and schedule client appointments Prepare and organize paperwork for meetings Assist with client onboarding and data entry into internal systems Process applications, documentation, and basic transactions Maintain accurate client records and ensure files are up to date Follow up on pending business with clients, carriers, and internal partners Support general office operations and advisor requests as needed What We're Looking For Strong organizational skills and attention to detail Professional communication skills (written and verbal) Ability to manage multiple tasks and prioritize effectively Positive attitude and client-first mindset Comfortable working with basic technology and office systems Experience Financial industry experience not required, but preferred Background in administrative support and/or customer service strongly desired Experience with project coordination or task management is a plus Compensation & Benefits Base salary: $42,000 - $52,000 Additional profit sharing opportunities Estimated Year 1 total compensation: $55,000 - $80,000 2 weeks paid time off (PTO) Potential hybrid work-from-home flexibility (based on performance and role fit) Why This RoleThis is a great opportunity for someone looking to grow in a professional office environment, gain exposure to financial services, and develop valuable operational and client service experience.