Job Description
Job Description
???? 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!