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Administrative Assistant - Insurance Agency
Job
Secured Financial Solutions
Scottsdale, AZ (In Person)
$57,200 Salary, Full-Time
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Job Description
Administrative Assistant - Insurance Agency Secured Financial Solutions Scottsdale, AZ Job Details Full-time $25 - $30 an hour 23 hours ago Qualifications Microsoft Excel Microsoft Outlook Assistance experience within finance industry Attention to detail Client services QuickBooks Financial services Grammar Experience Full Job Description Position Overview We are seeking a Client Services Associate with strong customer service skills and experience in a professional office environment. This role supports our advisors and clients by ensuring smooth operations, clear communication, and a welcoming, organized atmosphere. Key Responsibilities Greet clients and provide an exceptional in‑office and phone experience Support advisors with client meeting preparation, follow‑up, and documentation Maintain accurate client records and assist with paperwork processing Manage scheduling, appointment reminders, and client communications Assist with workshop/event coordination and follow‑up Uphold firm standards of professionalism, confidentiality, and client care Qualifications Prior experience in financial services, insurance, banking, or a professional office setting preferred Strong customer service and communication skills Detail‑oriented with excellent organizational habits Comfortable learning new systems and following established processes Professional demeanor and ability to work well in a team environment High level of integrity and commitment to fiduciary standards What We Offer A supportive, professional work environment Opportunities for growth and training The chance to make a meaningful impact in clients' financial lives How to Apply Please submit your resume and a brief cover letter explaining why you'd be a great fit for our team. About Us Secured Financial Solutions is a fiduciary financial firm committed to helping clients Retire Safe, Smart, and Secure . We pride ourselves on delivering transparent guidance, exceptional service, and a client experience built on trust and professionalism. As we continue to grow, we're looking for a dedicated team member who shares our values and passion for serving clients at the highest level.