Administrative Assistant - Client Service & Office Ops

Blue Trust; Chandler (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

Blue Trust in Chandler, AZ is seeking an administrative assistant to support one or more managers. You will greet guests, handle calls, manage documents, and keep operations running smoothly in a fast-paced wealth-management environment.

The role requires strong communication, client service, and proficiency with Microsoft Excel and Word, plus a bachelor's degree preferred and at least two years of related experience in financial services.

Qualifications

• Bachelor's degree in business-related field preferred.
• Minimum of two years' admin, customer service, or HR experience in a financial or accounting setting.

Responsibilities

• Greet and direct guests in a warm, welcoming manner.
• Coordinate office services (copiers, phones, buildings, etc.).
• Order and maintain office and kitchen supplies.
• Perform general administrative support such as copying, scanning, and typing.
• Handle personal transportation to run errands as needed (bank, post office).
• Answer multi-line telephone promptly and professionally.
• Provide support to the tax administrator as needed.
• Manage expense report processing for multiple team members.
• Anticipate needs and lend support to team members.

Skills

Client service

Communication

Microsoft Excel

Microsoft Word

Organizational skills

Time management

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

Blue Trust in Chandler, AZ is seeking an administrative assistant to support one or more managers. You will greet guests, handle calls, manage documents, and keep operations running smoothly in a fast-paced wealth-management environment.

The role requires strong communication, client service, and proficiency with Microsoft Excel and Word, plus a bachelor's degree preferred and at least two years of related experience in financial services.