Overview
Front Desk Receptionist Jobs in Peoria, AZ at North Valley Med Spa
Job Overview
We are seeking a detail-oriented and reliable Administrative Assistant to join our team in a fast-paced financial services environment. This role is essential in supporting the day-to-day administrative functions of the office, assisting financial advisors, and ensuring a seamless client experience. The ideal candidate will demonstrate discretion, professionalism, and strong organizational skills, particularly when handling sensitive financial documents and client information.
Responsibilities
Provide administrative support to financial advisors and office staff
Manage calendars, schedule meetings, and coordinate appointments with clients
Prepare and process forms, reports, and financial documentation accurately
Maintain organized filing systems for electronic records
Handle inbound and outbound communications, including phone calls, emails, and mail
Greet clients and visitors, ensuring a professional and welcoming environment
Assist in the preparation of client presentations, proposals, and investment packages
Track client correspondence and maintain up-to-date CRM records
Liaise with compliance, operations, and other internal departments to facilitate workflows
Experience
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
2+ years of administrative experience, preferably in a financial services or professional office environment
Strong knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Familiarity with CRM platforms and financial software (e.g., Salesforce, Redtail, QuickBooks) is a plus
Exceptional organizational, communication, and time management skills
Ability to work independently and handle confidential information with integrity
Professional demeanor and customer service orientation . If you are a proactive individual with a passion for organization and customer service, we encourage you to apply for this exciting opportunity to contribute to our team as an Administrative Assistant.
Job Type: Full-time
Pay: $25.00 – $38.00 per hour
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Work Location: Remote
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Title: Front Desk Receptionist
Company: North Valley Med Spa
Location: Peoria, AZ
