Office Coordinator - Phoenix, AZ
Work Location: 1138 N. Alma School Road, Suite 201 Mesa, AZ 85201
Interested applicants should send their resumes with a cover letter to PSFGalloway@galloway911.com
(no phone calls please)
Title: Office Coordinator
Status: Full Time (Non-Exempt)
General Description
We are a growing registered investment advisor company looking to hire an Office Coordinator. The Office Coordinator performs reception duties and assists management with special projects. This position requires a high level of professional communication skills (written and verbal), attention to detail, organization, and a positive helpful attitude.
Duties and Responsibilities
Some duties include, but are not limited to:
Greet and welcome visitors and direct them appropriately.
Answer incoming calls and route to appropriate persons.
Manage special projects, including filing, copying, scanning, coordinating mailing campaigns, and processing data entry projects.
Manage and coordinate incoming leads; this includes setting appointments for financial advisors.
Organize office common areas and keep records of office supply inventory.
Qualifications
Preferred 2+ years financial industry experience.
Overall computer proficiency and 2-3 years Microsoft Office (Word, Excel, PowerPoint, Outlook) experience. CRM (client relationship management) software proficiency with Salesforce is preferred but not required.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and proficient in customer relationship management systems (CRM) such as Salesforce would be preferred but not required.
Subject to a background and drug test.
Strong communication and organization skills.
High level of professional courtesy.
Attention to detail.
Salary and Benefits
Salary: $40,000 minimum based on experience.
Participation in Profitability Bonus Opportunity.
Paid holidays.
Medical, Dental and Vision Insurance.
Disability Insurance – Short-Term and Long Term.
Term Life and AD&D Insurance.
Accrued paid time off.
Up to 4% matching 401K after one year.
Our company’s primarily work hours are 8:00 AM to 5:00 PM, Monday thru Thursday, and 8:00 AM to 3:00 PM
on Friday. It’s important that our employees have a great work/life balance, but a career with challenging goals, and a long-term career path.
Galloway Asset Management, LLC is an Equal Opportunity Employer