Temp EA

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Base salary $60k–$75k

Up to 10% annual bonus

401(k) with company match

Comprehensive health benefits

Dental + Vision + Disability

Paid holidays and PTO

Job summary

Trajan Wealth LLC in Scottsdale, AZ, seeks a Corporate Executive Admin to be the first point of contact for the company. You will greet guests, answer calls, and manage front-desk duties while coordinating with all departments, including Trajan Wealth, Trajan Estate, and Trajan Tax.

The ideal candidate has 5+ years of Executive Administrative experience, strong MS Office and Adobe skills, and excellent multitasking, organization, and communication abilities.

Qualifications

• 5+ years of proven experience as an Executive Administrator or similar clerical role, preferably in financial services.
• Strong organizational and multitasking abilities with excellent written and verbal communication.
• Proficient in Microsoft Office Suite and Adobe; able to work independently and in a team.

Responsibilities

• Greet and welcome guests at the office.
• Direct visitors to the appropriate person or office.
• Answer, screen, and forward incoming phone calls.
• Keep reception and office tidy and stocked with materials.
• Provide basic information in person, by phone, or email.
• Receive, sort, and distribute daily mail and deliveries.
• Order office supplies and manage inventory.
• Ability to lift up to 30 lbs.
• Work in a fast-paced office of 100+ employees.
• Review and update calendars and schedule meetings.
• Perform clerical tasks such as filing, photocopying, transcribing, and faxing.
• Provide EA-level support for Advisors for appointments and conference rooms.

Skills

Executive Admin experience

Office software

Communication

Team collaboration

Creatio CRM

Tools

Microsoft Office Suite

Adobe

Creatio CRM

Job description

Job Description Job Description About Trajan Wealth

With 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 Corporate Executive Admin, you will be the first point of contact for our company. You will warmly greet clients, answer and redirect phone calls, and manage other front-desk activities as needed. To succeed in this role, you should have a friendly demeanor, strong multitasking skills, excellent organization, the ability to remain calm under pressure, ability to work autonomously, and a collaborative spirit. This role works very closely with all of our departments and Employees, including Trajan Wealth, Trajan Estate, and Trajan Tax.

Duties and responsibilities

• Greet and welcome guests upon arrival at the office.
• Direct visitors to the appropriate person or office.
• Answer, screen, and forward incoming phone calls.
• Ensure the reception area and the entire office is tidy, organized, and well-stocked with necessary materials (e.g., pens, forms, brochures).
• Provide basic, accurate information in-person, via phone, or email.
• Receive, send, sort, and distribute daily mail and deliveries.
• Order office supplies and maintain inventory for the Corporate Office.
• Ability to lift 30 lbs to manage packages for the office.
• Experience working in a fast-paced office of 100+ employees.
• Review and Update calendars and schedule meetings.
• Perform other clerical tasks such as filing, photocopying, transcribing, and faxing as needed.
• Provide EA level support for Advisors for appointments, conference rooms, and office supply orders.

Qualifications

• ~5+ years of proven experience as an Executive Administrator, or a similar clerical role. Experience in the Financial Services Industry preferred.
• ~ Proficiency in Microsoft Office Suite and Adobe.
• ~ Ability to work in a team environment.
• ~ Hands-on experience with office equipment (e.g., fax machines, printers).
• ~ Proactive and resourceful. Will be expected to make independent decisions.
• ~ Team player with strong written and verbal communication skills.
• ~ Excellent organizational, multitasking, and time-management abilities, with a focus on task prioritization.
• ~ Strong customer service skills.
• ~ Experience with Creatio CRM a plus

Benefits

• ~$60,000 to $75,000 base salary depending on experience plus up to 10% yearly bonus
• ~ Future career growth opportunity.
• ~401(k) with a matching contribution up to 13%.
• ~ United Healthcare PPO medical coverage for employees, paid by the company.
• ~ Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• ~ Generous holidays and PTO.

Come and join a team that is making a difference in their clients and employee's lives!