Administrative Office Management Position

Job Description

Job Description About Trajan WealthWith over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.Role Overview As the Trajan Wealth Administrative Assistant and Receptionist, you will be the first point of contact for our company. You will welcome and greet clients, answer and redirect phone calls, and coordinate other front-desk activities as required. To be successful as the Trajan Wealth Receptionist, you should have a pleasant demeanor, ability to multi-task, organized and stay calm under pressure.Duties and responsibilitiesGreet and welcome guests as soon as they arrive at the officeDirect visitors to the appropriate person and officeAnswer, screen and forward incoming phone callsEnsure reception area is tidy, organized and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)Provide basic and accurate information in-person and via phone/emailReceive, sort and distribute daily mail/deliveriesOrder office supplies and keep inventory of stockUpdate calendars and schedule meetingsPerform other clerical receptionist duties such as filing, photocopying, transcribing and faxing as requiredQualificationsFive years' proven work experience as an Administrative Assistant, Front Office Representative or similar clerical roleProficiency in Microsoft Office SuiteHands-on experience with office equipment (e.g. fax machines and printers)Notary Public certification in ArizonaProactive demeanorTeam playerStrong written and verbal communication skillsAbility to be resourceful and proactive when issues ariseExcellent organizational skillsMultitasking and time-management skills, with the ability to prioritize tasksExcellent customer service attitudeBenefits$23 to $25 per hour plus bonus.401(k) with company matching contribution up to 13%United Healthcare PPO medical coverage for employees, paid by the companyDelta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life InsuranceAdditional voluntary benefit options availableGenerous PTO and paid holidaysStrong potential for future career growth within a rapidly expanding firmCome and join a team that is making a difference in their clients and employee's lives!