Overview
Administrative Assistant Jobs in San Diego, CA at Copia Wealth Management & Insurance Services
Locations: Scottsdale, AZ & Chandler, AZ
Join a prestigious, Barron’s top-ranked financial services firm dedicated to delivering exceptional wealth management and financial planning services. With a reputation for excellence and a commitment to client success, we are seeking a polished and professional Receptionist / Front Desk Administrator to be the welcoming face of our firm in both our Scottsdale and Chandler offices.
Key Responsibilities:
-Front Desk Management: Greet clients and visitors with professionalism and courtesy, creating a positive first impression.
– Phone & Email Communication: Answer and direct calls with a polished and friendly demeanor, respond to inquiries, and manage correspondence.
– Office Coordination: Maintain a tidy and organized reception area, manage office supplies, and assist with vendor coordination.
– Administrative Support: Assist with document preparation, data entry, filing, and client service requests.
Qualifications & Skills:
– Minimum of 2+ years of experience in a professional office setting, preferably within financial services, legal, or corporate environments.
– Exceptional verbal and written communication skills
– Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and CRM systems.
– A proactive, team-oriented attitude with a commitment to delivering outstanding client service.
Why Join Us?
– Work in a prestigious, fast-paced financial firm with high-profile clientele.
– Be part of a collaborative and professional team that values excellence.
– Competitive compensation and benefits package.
– Opportunities for growth and career development within the firm.
If you are a poised and detail-oriented professional who thrives in a dynamic, client-facing role, we invite you to apply and become an integral part of our team!
Job Type: Full-time
Pay: $17.00 – $20.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Work Location: In person
Title: Administrative Assistant
Company: Copia Wealth Management & Insurance Services
Location: San Diego, CA
