Administrative Professional --- IMMEDIATE NEED!!!

Administrative Assistant

Benefits: This position is eligible for medical, dental, vision, and 401(k).

Bachelor's degree preferred.

• 3+ years of administrative, client support, operations, or financial services experience.
• Exceptional attention to detail with strong proofreading and organizational skills.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Previous banking or wealth management experience is a plus but not required.

Addison Group is hiring an Administrative Assistant for our client in Scottsdale, AZ. This contract opportunity is ideal for a detail-oriented administrative professional who enjoys supporting high-level financial professionals while delivering exceptional client service. The selected candidate will assist with account administration, documentation, reporting, and daily operational activities that help ensure a seamless client experience.

Banking / Financial Services

Monday-Friday

~Our client is a well-established financial institution with a strong reputation for delivering personalized wealth management and banking solutions. They offer a collaborative work environment focused on providing exceptional service while supporting the professional growth of their employees.

Support wealth management professionals with administrative and client service activities.

Prepare, edit, and proofread client correspondence and account documentation.

Coordinate new account setup by organizing required paperwork and ensuring documentation is complete.

Process client transactions, including payment requests, transfers, distributions, and related account activity.

Assist with account maintenance, updates, and closure documentation.

Monitor account activity, reconcile information, and identify items requiring follow-up.

Generate client reports, statements, performance summaries, and other financial documentation.

Help maintain organized electronic records by scanning and indexing account documents.

Provide professional customer service by responding to client inquiries and supporting relationship management efforts.

Assist with tax reporting support, document preparation, filing, and other administrative projects as assigned.

Competitive hourly compensation.

• Employer-sponsored medical, dental, and vision benefits.
• Tuition reimbursement program.
• Opportunity to extend beyond the initial contract with potential for permanent employment.
• Contract assignment expected to last approximately six months with potential for extension or permanent hire.

Immediate start available for the right candidate.

Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.