What are the responsibilities and job description for the Receptionist/Administrative Assistant position at Magellan Financial?
Join the Bright Future at Bright Wealth Management: Administrative Assistant/Receptionist
At Bright Wealth Management, we are redefining the financial services industry with a client-focused, people-first approach. Based in the vibrant city of Phoenix, AZ, we provide comprehensive financial planning, retirement planning, insurance, and investment management services that help people from every walk of life achieve financial confidence and security.
Compensation: $50,000 - $60,000 Bonus Opportunities!
About the Role
As our Administrative Assistant/Receptionist, you’ll be the welcoming face and voice of our firm. You’ll set the tone for every client interaction, ensuring everyone who walks through our doors or calls our office feels valued and cared for. This role is perfect for someone who loves people, thrives on building connections, and has a passion for delivering exceptional service.
What You’ll Do
- Create a Warm Welcome: Be the first point of contact for clients and visitors, ensuring they feel at home from the moment they arrive.
- Client Communication: Answer phones, manage inquiries, and direct clients to the right team members with a professional, friendly demeanor.
- Support Our Team: Provide administrative assistance to advisors and staff, including scheduling, data entry, and organizing client files.
- Attention to Detail: Maintain office organization and ensure smooth day-to-day operations.
- Growth Opportunities: As a part of a rapidly expanding firm, you’ll have the chance to grow with us, taking on more responsibility and advancing your career.
What We’re Looking For
- A vibrant, people-oriented personality who loves creating positive experiences for others.
- Dependability and reliability—you’re the one we can count on to make every day run smoothly.
- Strong organizational skills with a keen eye for detail.
- Coachability and a growth mindset—you’re eager to learn, adapt, and contribute to the team’s success.
- Some experience in an administrative or customer service role is preferred, but we’re happy to train the right person who shares our values and enthusiasm.
- Financial services or insurance industry experience is a plus but not required.
Bright Wealth Management is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
- Seniority LevelEntry level
- Industry
- Financial Services
- Insurance
- Investment Advice
- Employment TypeFull-time
- Job Functions
- Administrative
- Finance
- Customer Service
- Skills
- Accounting
- Administrative Assistance
- Office Equipment
- Phone Etiquette
- Receptionist Duties
- Invoicing
- General Administration
- Microsoft Outlook
- Organization Skills
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Paid time off
Schedule:
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Phoenix, AZ 85018 (Required)
Work Location: In person
Salary : $50,000 - $60,000
