Signature Wealth Concepts, LLC is hiring an Executive Assistant

Email a copy of your resume and cover letter to contactus@signaturewealthconcepts.com 


Our wealth management firm is committed to helping clients meet financial goals in all stages of their lives. We are seeking a highly motivated, detail-oriented, and efficient individual to provide a full-range of administrative support for the Managing Director, Phil Kim. The right candidate should possess strong attention to detail, a high level of organizational skills, a willingness to learn new things quickly and accurately, as well as having a positive ‘can do’ attitude.

Responsibilities

  • Answer a high volume of phone calls and provide support to client inquiries
  • Professionally assist with client service requests and administrative account updates to existing policies (beneficiary changes, contact information, account access instructions, withdrawal information, etc.)
  • Assist with client scheduling and office appointments (scheduling appointments, follow up reminders, reserving conference rooms, generating account statements in preparation for meetings, etc.)
  • Help to plan client appreciation events, appreciation gifts, and help to deliver an excellent client experience
  • Assist with advertising and mailing campaigns
  • Process incoming and outgoing mail for Phil Kim
  • Maintain files and records (using Salesforce, Paperclip, SharePoint and OneDrive)
  • Help to post social media content (using Hearsay Social)
  • Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals
  • Maintain strict confidentiality

Details

  • Full time position (40 hours/week)
  • Office located in Scottsdale, AZ (near Scottsdale Quarter)
  • Salary BOE
  • Monday – Friday, 7:30am- 4:30pm or 8am- 5pm
  • Paid time off and holiday closure days
  • Full range of benefits provided (medical, dental, vision, HSA account, 401k and company match, stock purchase plan, disability plan, life insurance, tuition reimbursement, matching gifts program, Equitable family scholarship.

 

Qualifications

  • Bachelor's degree or equivalent experience
  • 2 years of administrative assistant experience working in professional office environment
  • Experience in managing multiple priorities, administrative coordination, and logistics
  • Well-organized, detail-oriented, ability to multi-task with great follow-up skills
  • Strong verbal and written communication skills
  • Positive and professional demeanor
  • Skilled in Microsoft Office Suite

 

About our firm

Signature Wealth Concepts, LLC is a financial planning firm located in Scottsdale and Tucson, Arizona. We are a team of professionals working to empower individuals and small businesses to help meet a variety of financial needs, including Risk Management, Retirement Planning, Asset Allocation, Estate Planning Strategies, Qualified Plan Funding, Nonqualified Deferred Compensation and Business Continuation.

Signature Wealth Concepts, LLC was created by a group of like-minded financial professionals and staff who believe that clients come first. Philip Kim in Scottsdale and Daniel Dales in Tucson headed up this collaborative effort, bringing together a team with over 100 years of collective experience in the financial services field. Today, with over 7,000 households across 34 states, and well over $400 million in assets under management, Signature Wealth Concepts continues to be truly committed to building deep, caring relationships with our clients to help them reach their goals and overcome challenges.

Signature Wealth Concepts, LLC is in alliance with Broker/Dealer Equitable Advisors, LLC. 

They will do a background and credit check during the affiliation process, which follow FINRA’s regulations for registration. If you have a bankruptcy, credit issues, a felony, pending litigation, U-4 or U-5 disclosures or any other FINRA or Broker/Dealer issues, especially client related, you must disclose those during the interview.

 

How to apply

Email a copy of your resume and cover letter to contactus@signaturewealthconcepts.com