What are the responsibilities and job description for the Administrative Assistant/Receptionist position at Foundations Investment Advisors?
Join Swiss American Financial Solutions as an Administrative Assistant – Glendale, AZ
Are you a detail-oriented, proactive professional looking to make an impact in the financial services industry? Do you thrive in an organized, client-focused environment? Swiss American Financial Solutions is seeking an Administrative Assistant to support our growing team in Glendale, Arizona.
What You’ll Do
- Serve as the front desk representative, providing a welcoming and professional first impression.
- Manage administrative tasks such as processing applications, updating websites, and handling proprietary client-tracking software (The Blueprint).
- Oversee client communication platforms, ensuring seamless interaction between clients and financial professionals.
- Send mass emails and maintain digital communication channels.
- Work with insurance carrier platforms (including Magellan) and coordinate with the Suitability team to ensure compliance and efficiency.
- Assist in the processing of illustrations, applications, and client documentation.
- Maintain communication with Magellan Financial and other key business partners.
Who You Are
- A self-starter who takes initiative and can handle multiple tasks efficiently.
- Experienced in administrative support, preferably within financial services (though not required).
- Tech-savvy, with the ability to quickly learn and manage proprietary software platforms and web-based communication tools.
- Personable and professional, with a strong phone presence and ability to provide exceptional client service.
- A problem solver who thrives in a fast-paced environment and can streamline operations.
Hours & Compensation
- Schedule: Monday – Friday, minimum six hours daily (ideally 9 AM to 4 PM).
- Salary: Competitive compensation ranging from $3,000 to $4,500 per month, depending on experience and hours worked.
- Bonuses: Potential incentives based on assets under management (AUM) and annuity payouts.
- Benefits:
- Two weeks of paid vacation.
- Bi-monthly payroll on the 1st and 15th of each month.
- Potential for additional benefits as the role evolves.
Why Join Us?
At Swiss American Financial Solutions, we pride ourselves on our commitment to excellence, innovation, and client success. This is more than an administrative role—it’s an opportunity to grow within a dynamic financial services firm and contribute to our expanding operations. If you're looking for a rewarding career with competitive pay and room for professional growth, apply today!
Job Type: Full-time
Pay: $3,000.00 - $4,500.00 per month
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to Commute:
- Glendale, AZ 85308 (Required)
Work Location: In person
Salary : $3,000 - $4,500
