Administrative Assistant / Financial Services Key Consulting Tucson, AZ Job Details Full-time $26.10 - $31.43 an hour 19 hours ago Benefits Profit sharing Paid holidays Paid time off 401(k) matching Qualifications Customer communication Newsletters (communication methods) Full Job Description L Administrative Assistant |

Wealth Management Location:

ArizonaSchedule:

Monday-Friday, 8:00 a.m.-5:00 p.m. | Flexible scheduling available with a minimum of 20 hours per week

Compensation:

$25-$30/hour, based on experience About the Opportunity Our client is a well-established, independent wealth management firm with nearly three decades of experience helping successful families, business owners, and professionals navigate important financial decisions and life transitions. With a close-knit team of Wealth Advisors and client service professionals, the firm has built its reputation around exceptional client service, thoughtful financial guidance, and long-term relationships. This is an opportunity to join a highly professional environment where your work directly contributes to the client experience. The ideal candidate is organized, polished, proactive, and genuinely enjoys being the person who keeps things moving behind the scenes. The Role The Administrative Assistant will work closely with Wealth Advisors and associates to support day-to-day client service, meeting preparation, administrative coordination, and firm operations. You'll be an important point of connection between clients, advisors, custodians, and the internal team—helping ensure that details are handled accurately, deadlines are met, and clients feel well cared for. This position is a great fit for someone who loves organization, takes ownership, notices the small things, and enjoys working in a collaborative professional environment. What You'll Do Client Service & Advisor Support Prepare client meeting agendas, reports, presentations, and supporting documentation. Assist with paperwork and documentation related to investment accounts, insurance contracts, transfers, new accounts, and account changes. Coordinate client meetings, calendar invitations, Zoom links, reminders, and follow-up communications. Prepare meeting materials and performance reports for advisor reviews. Track outstanding client items and ensure timely follow-up. Provide professional, responsive, and warm communication to clients. Assist advisors with post-meeting action items and ongoing client requests. Administrative & Office Support Maintain accurate and organized electronic client and firm files. Maintain spreadsheets, logs, and administrative records. Assist with office supplies, mail, vendors, and general office coordination. Help keep day-to-day firm operations organized and running efficiently. Provide administrative support to the advisor and associate team as needed. Marketing & Events Assist with client newsletters, mailings, and other client communications. Support the planning and execution of client appreciation events, educational workshops, and webinars. Help ensure client-facing materials are polished, professional, and consistent with the firm's standards. What We're Looking For The right person will be highly organized, dependable, detail-oriented, and comfortable working in a fast-paced professional environment. We're looking for someone who: Has 2-5 years of administrative, client service, or professional office experience. Has an Associate's Degree in Business Administration or a related field; Bachelor's degree preferred. Is highly proficient with Microsoft Office, including Word, Excel, PowerPoint, and Outlook. Has exceptional attention to detail and a high degree of accuracy. Communicates clearly and professionally, both verbally and in writing. Can confidently manage multiple priorities and competing deadlines. Takes initiative and follows through without needing constant direction. Understands the importance of discretion and confidentiality when working with sensitive client information. Enjoys supporting a team and takes pride in delivering an exceptional client experience. Brings a polished, professional, and personable presence to the workplace. Why This Opportunity? This isn't simply an administrative position. You'll become an integral part of a respected wealth management team and play a meaningful role in the experience clients have with the firm. The firm offers a collaborative, relationship-driven environment where employees are valued, teamwork matters, and there is opportunity to grow alongside an established organization. Compensation & Benefits $25-$28/hour, commensurate with experience Monday-Friday, 8:00 a.m.-5:00 p.m. Flexible scheduling available with a minimum of 20 hours per week 401(k) with Safe Harbor Matching & Profit Sharing, subject to eligibility Quarterly Team Incentive Bonus Annual Individual Bonus Competitive PTO Paid Holidays Group Medical Stipend Group Term Life Disability and Vision options Confidential Search This is a confidential search being conducted on behalf of an established wealth management firm. Additional information regarding the firm and opportunity will be provided to qualified candidates throughout the interview process.

References:

Final candidates will be asked to provide two professional references, preferably previous supervisors, as well as one personal character reference. References will be contacted prior to employment.

Pay:

$26.10 - $31.43 per hour

Work Location:

In person