Administrative Assistant

Company Description Conners Wealth Management, Inc. is a financial services firm that provides personalized wealth management and investment guidance to individuals and families. The firm focuses on building long-term client relationships through tailored financial strategies and attentive service. Working at Conners Wealth Management, Inc. offers opportunities to learn about financial planning, investment management, and client service in a professional office environment.

Role Description This is a full-time, on-site Administrative Assistant role based in Scottsdale, AZ. The Administrative Assistant will provide day-to-day administrative support, including managing calendars, scheduling appointments, and organizing meetings. Responsibilities include answering and directing phone calls, greeting visitors, handling mail, and maintaining orderly electronic and physical files. The role also involves preparing documents and reports, updating client records, and supporting executive-level staff with administrative tasks. The Administrative Assistant will help ensure smooth office operations, coordinate with internal and external contacts, and uphold a professional and welcoming environment for clients and colleagues.

Compensation range: $65,000.-$75,000. per annum to start

Qualifications

Experienced admin assistants in financial services will be offered a higher starting pay and priority

• Candidates should possess strong Administrative Assistance skills, including scheduling, filing, and managing office workflows.


• Candidates should possess excellent Phone Etiquette and Communication skills to interact professionally with clients, vendors, and team members.


• Candidates should possess Executive Administrative Assistance capabilities, such as supporting leadership with calendar management, travel coordination, and document preparation.


• Candidates should possess solid Clerical Skills, including data entry, document formatting, and basic record keeping.


• Strong organizational skills, attention to detail, and the ability to prioritize multiple tasks in a fast-paced environment.


• Proficiency with common office software (e.g., Microsoft Office or Google Workspace) and comfort learning new systems.


• Professional demeanor, reliability, and a commitment to maintaining confidentiality with sensitive information.


• College Degree or equivalent required; additional coursework or experience in office administration or financial services is a plus.