Administrative Assistant - Wealth Management Support

Blue Trust, Inc.; Chandler, Northern (AZ, KY); Hybrid; USD 42,000 - 58,000; Full time

Job summary

Blue Trust, Inc. is seeking an administrative support professional to assist one or more managers. The role includes greeting guests, coordinating office services, managing supplies, and handling routine correspondence with accuracy.

Strong MS Office skills and a customer-focused mindset are essential. The ideal candidate will have at least two years of related experience in finance or professional services, a business-related bachelor's degree preferred, and excellent communication and

Qualifications

• Bachelor's degree in a business-related field preferred.
• Minimum of two years’ prior experience in administrative support, customer service, or human resources role in financial, investment, banking or accounting company strongly preferred.
• Aptitude for, and enjoyment of, serving others with excellence.
• Excellent communication, interpersonal, client service, and hospitality skills.

Responsibilities

• Greets and directs guests in a warm, welcoming manner.
• Coordinates office services (copiers, postage machine, phones, building management, etc.).
• Orders and maintains office and kitchen supplies.
• Performs additional administrative support services such as copying, scanning, typing, etc.
• Transcribes or composes routine correspondence and emails with speed and accuracy.
• Maintains the highest Compliance standards by adhering to HR guidelines and regulatory standards.

Skills

Office administration

Customer service

Excel

Word

Communication skills

Attention to detail

Discretion

Multitasking

Teamwork

Time management

Education

Bachelor's degree in business

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Job description

Blue Trust, Inc. is seeking an administrative support professional to assist one or more managers. The role includes greeting guests, coordinating office services, managing supplies, and handling routine correspondence with accuracy.

Strong MS Office skills and a customer-focused mindset are essential. The ideal candidate will have at least two years of related experience in finance or professional services, a business-related bachelor's degree preferred, and excellent communication and