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Client Services - Administrative Assistant

Company: Trajan Wealth LLC
Location: Scottsdale
Posted on: May 12, 2022

Job Description:

Job DescriptionWould you like to join a company that is fast growing, has great leadership and fun co-workers; then join Trajan Wealth LLC.We are looking for a dedicated Client Services Administrative Assistant that can grow with us. The right candidate will be detail oriented and have exceptional problem-solving skills, great customer service and a team player. Job Requirements:

  • You will assist the team with scanning information into various systems.
  • Assist clients with resetting account passwords.
  • Answer phone calls from clients and directing to appropriate Client Services team member.
  • You will assist with various administrative projects to support the team
  • You will assist with any administrative task including, copying, scanning and faxing.
  • Data Entry into CRMQualifications:
    • High School Degree or Equivalent
    • Excellent written and verbal communication skills
    • Great customer service attitude
    • Detail oriented
    • Exceptional problem-solving skills
    • Proficient with Microsoft Office primarily Email, Calendar, Word and Excel
    • One-year experience with CRM system; prefer Salesforce
    • Assisting Estate Team with account updatesCompensation Package:
      • Competitive salary - $20.00 per hour
      • 401(k) with matching component
      • 100% Company paid Medical Insurance for employee
      • Dental, Vision, Life Insurance, Disability Insurance and many other options availableCome and join a team that is making a difference in their clients and employee's lives!

Keywords: Trajan Wealth LLC, Scottsdale , Client Services - Administrative Assistant, Administration, Clerical , Scottsdale, Arizona

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