Administrative Assistant - Peoria Office

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

As the Trajan Wealth Administrative Assistant and Receptionist, you will be the first point of contact for our company. You will welcome and greet clients, answer and redirect phone calls, and coordinate other front-desk activities as required. To be successful as the Trajan Wealth Receptionist, you should have a pleasant demeanor, ability to multi-task, organized and stay calm under pressure.

Duties and responsibilities

• Greet and welcome guests as soon as they arrive at the office
• Direct visitors to the appropriate person and office
• Answer, screen and forward incoming phone calls
• Ensure reception area is tidy, organized and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
• Provide basic and accurate information in-person and via phone/email
• Receive, sort and distribute daily mail/deliveries
• Order office supplies and keep inventory of stock
• Update calendars and schedule meetings
• Perform other clerical receptionist duties such as filing, photocopying, transcribing and faxing as required

Qualifications

• Five years' proven work experience as an Administrative Assistant, Front Office Representative or similar clerical role
• Proficiency in Microsoft Office Suite
• Hands-on experience with office equipment (e.g. fax machines and printers)
• Notary Public certification in Arizona
• Proactive demeanor
• Team player
• Strong written and verbal communication skills
• Ability to be resourceful and proactive when issues arise
• Excellent organizational skills
• Multitasking and time-management skills, with the ability to prioritize tasks
• Excellent customer service attitude

Benefits

• $23 to $25 per hour plus bonus.
• 401(k) with company matching contribution up to 13%
• United Healthcare PPO medical coverage for employees, paid by the company
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life Insurance
• Additional voluntary benefit options available
• Generous PTO and paid holidays
• Strong potential for future career growth within a rapidly expanding firm

Come and join a team that is making a difference in their clients and employee's lives!