Administrative Assistant: Phoenix, AZ

* As of 12/31/16 and subject to change.

• Financial, retirement, estate, and trust planning
• Investment management and solutions
• Family office services
• Philanthropic counsel and strategies
• Business consulting
• Institutional client services

Position Overview

We are currently seeking an Administrative Assistant in our Phoenix, AZ office who will perform administrative and office support activities. This individual is highly organized and detail oriented, has extensive experience with Microsoft Office (Word, Excel, Power Point), has excellent communication and interpersonal skills, can multi-task, and is experienced working in a professional environment.

The Administrative Assistant position covers a wide range of responsibilities including, but not limited to:

• Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.
• Coordinates the scheduling of team appointments, meetings, and travel arrangements.
• Greets team's visitor(s) or client(s) and acts as receptionist to answer phones and assists with front desk duties.
• Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.
• Executes functions necessary to maintain accurate electronic data, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, confidential and non-confidential material, in accordance with compliance guidelines and regulations.

Desired Qualities and Skills

The successful Administrative Assistant candidate will possess the following:

• Strong desire to serve with excellence
• Proven detail orientation and strong business mathematical skills
• Ability to learn new technologies
• Excellent communication and interpersonal skills, both verbal and written
• Intermediate to advanced MS Office skills
• Proven technical skills with ability to learn new technologies
• Personal integrity and ability to discreetly handle confidential data
• Ability to prioritize and complete multiple time-sensitive tasks according to schedule
• Strong organization skills and systems acumen
• Capability to excel in a team environment as well as work independently
• Ability to make independent judgments

This position requires a minimum of 3 years’ prior administrative or support services experience, preferably in the insurance or financial services industry.

How to Apply

Please visit the Careers page of www.ronblue.com to submit your resume and cover letter. Prior to applying for this position, please visit www.ronblue.com and review it thoroughly. Should you decide to apply after prayerful consideration, make sure to include a cover letter which includes your answers to all of the questions requested on the application page. NOTE: To be considered a candidate for our firm you MUST provide a cover letter. Once you have applied for this position, please add ronblue.com to your email's spam filter whitelist/safe senders list. This setting is often found in your email account under Mail / Options. This will ensure that any correspondence from us will be received by your email inbox.