Administrative Assistant, Wealth Management Support

Blue Trust Inc; Chandler (AZ); On-site; USD 40,000 - 55,000; Full time

Job summary

Blue Trust Inc. is seeking an organized, service-oriented Administrative Assistant to support one or more managers. You will greet guests, coordinate office operations, manage supplies, and handle routine correspondence with accuracy.

The role requires strong communication, attention to detail, and the ability to work both independently and as part of a team in a fast-paced financial services environment.

Qualifications

• Minimum two years’ experience in administrative support, customer service, or HR in a financial, investment, banking, or accounting company preferred.
• Bachelor’s degree in a business-related field preferred.

Responsibilities

• Greets and directs guests in a warm, welcoming manner.
• Coordinates office services (copiers, phones, building management, etc.).
• Orders and maintains office and kitchen supplies.
• Performs additional administrative support such as copying, scanning, typing.
• Answers multi-line calls promptly and professionally; routes calls.
• Provides support to the tax administrator as needed.
• Manages expense report processing for multiple team members.
• Transcribes or composes routine correspondence and emails.
• Supports team in alignment with core values and compliance standards.
• Maintains confidentiality of sensitive data.

Skills

Customer service

Excellent communication

Organization

Detail-oriented

Time management

Teamwork

Independent judgment

Professional demeanor

Adaptability

Education

Bachelor's degree in business-related field

Tools

Microsoft Excel

Microsoft Word

Job description

Blue Trust Inc. is seeking an organized, service-oriented Administrative Assistant to support one or more managers. You will greet guests, coordinate office operations, manage supplies, and handle routine correspondence with accuracy.

The role requires strong communication, attention to detail, and the ability to work both independently and as part of a team in a fast-paced financial services environment.