What are the responsibilities and job description for the Client Services Associate/Executive Assistant position at TIER4 GROUP?
Job Description
Job Description
Now Hiring : CSA / Executive Assistant | $65K - $85K | Arizona
Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?
This could be the perfect opportunity for you!
This is a permanent role offering $65K - $85K , depending on experience, and requires candidates to be located in Arizona .
What You'll Do :
Manage and coordinate client requests, including wires, deposits, and cash movements
Assist with account openings, data collection, and documentation
Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables
Provide administrative and operational support to enhance client service efficiency
Handle multiple requests in a fast-paced, team-oriented environment
What Were Looking For :
Bachelors Degree required
Strong attention to detail and organizational skills
Ability to multi-task and prioritize across financial planning, tax, and investment services
Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)
Basic knowledge of financial statements, tax, and investment concepts
Excellent communication and problem-solving skills
If you're a meticulous financial administrator or an EA ready to grow in the finance space , wed love to connect with you!
Apply today or message me for more details!
Salary : $65,000 - $85,000
