Administrative Assistant

Organize tasks, download documents from client sharing system, download documents from e-mail programs, log all tasks documents received and update tasks, research various items, send out meeting requests to clients, upload signature documents to the file-sharing system, update the CRM system for new information. Return phone calls and route messages/requests to appropriate people. Monitor client onboarding tasks and assist with obtaining information from new clients. Organize and file documents appropriately.

The ideal candidate will be able to work between the hours of 7 am to 6 pm (US Arizona Mountain Time) Monday through Friday from Feb 1 to April 30th and from August 1 to October 30th and Monday through Thursday the rest of the year. Alternatively, we could have two people fill the role splitting the shift.

Must have experience in financial firm or education in financial fields.

Good english skills is a must.