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