at J.P.Boysen & Co. LLC in Glendale, Arizona, United States
Job Description
Aministrative Assistant / Client Associate (Financial Services)Location: Glendale, AZ
We are seeking a reliable and detail-oriented Administrative Assistant / Client Associate to support a financial advisor in a fast-paced office environment. This role is essential to delivering a high level of service to clients while keeping day-to-day operations organized and efficient.
Key Responsibilities- Manage incoming communications (email, phone, mail) and track follow-ups
- Coordinate and schedule client appointments
- Prepare and organize paperwork for meetings
- Assist with client onboarding and data entry into internal systems
- Process applications, documentation, and basic transactions
- Maintain accurate client records and ensure files are up to date
- Follow up on pending business with clients, carriers, and internal partners
- Support general office operations and advisor requests as needed
- Strong organizational skills and attention to detail
- Professional communication skills (written and verbal)
- Ability to manage multiple tasks and prioritize effectively
- Positive attitude and client-first mindset
- Comfortable working with basic technology and office systems
