Administrative Assistant with Scottsdale Financial Center

Administrative Assistant

Scottsdale Financial Center

Job Code
Administrative Asst

FLSA Status
Part-Time Non-Exempt

Dept
Sales

Reports to
Dir Financial Center

Job Description Title
Administrative Assistant Scottsdale FC

Applies To
City - Scottsdale

Company Profile

Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.

With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.

Location

Location Information: On-Site at the PlanMember Financial Center located in Scottsdale, AZ

Wage Band

Salary Range:

Starting salary is between $20-$25 hourly, however, it is ultimately determined by the scope of the position the candidate's relevant experience, credentials/certifications and internal equity.

Job Summary

The Administrative Assistant performs clerical support for the PlanMember Financial Center. in Scottsdale, AZ. Meets and greet guests, answer incoming calls while providing exceptional customer service in a professional atmosphere.

Major Duties and Responsibilities
? Maintains a professional, organized, reception area
? Meet & Greet Visitors
? General administrative support
? Maintain organization and inventory in workroom
? Coordinate conference calls and/or meetings
? Filing as needed
? Organize ?Welcome Sign? as requested
? Other duties as requested

Business Continuity

Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.

Competencies Required
? Quality Focus
? Ability to research hospitality needs
? Ability to function in a multi-task environment
? Planning and priority setting
? Time management
? Quality focus
? Composure and Resiliency
? Adaptability
? Motivation, Communication & Creative Skills
? Able to Work as a ?Team?

Qualification Standards
Education, Licenses, Work Experience, Etc.
? 1-2 years as Receptionist or in related area
? Familiar with office environment
? High School Diploma or Equivalent
? Some Higher Education Preferred
? Proficient in MS Windows, Word, Excel
? Type 45 WPM

Licenses and/or Certifications Required

Not Applicable

Additional License and/or Certification Information

Position Information: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.

EEOC

PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

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