Administrative Coordinator - Tucson, United States - PH Robb Legacy Alliance

Description

WHO WE ARE
PH Robb works with Advisors across the country to design and implement advanced planning strategies for high-net worth individuals.

Our firm is privately held and family operated, guided by faith-based principles and practices, and is headquartered in Tucson, Arizona.

OUR OPPORTUNITY
Join our successful team as an Administrative Coordinator. Work closely with company founder and managing partner to promote the firm's brand and growth. Increase organizational effectiveness through detailed development and implementation of administrative practices.


WHO YOU ARE
Use your exceptional organizational skills to ensure consistent operational efficiency. Enhance communication and understanding through timely and competent execution of duties. Use critical thinking skills and technology proficiency to ensure colleague and client satisfaction.


RESPONSIBILITIES
Aid partners by arranging calls and meetings.

Prepare advisors for meetings with pre-meeting briefs and documentation preparation.

Perform post-meeting reviews to determine next steps.

Plan and execute special events.

Manage data input and tracking on CRM software (customer relationship management).

Maintain appropriate office supplies and oversee maintenance of office equipment.

Effectively manage all administrative tasks.

KNOWLEDGE, SKILLS & ABILITIES

Functional knowledge of office best practices

Demonstrated ability to prioritize and execute a variety of office tasks and procedures

Ability to manage multiple tasks and projects simultaneously

High detail orientation

Good interpersonal and communication skills

Effective listening skill

Self-starter with history of demonstrating initiative

Proficiency with MS Office Suite and Google Drive

CRM experience

Minimum of 3 years in administrative role

Bachelor or Associates degree preferred


TO APPLY

Pay:
From $22.00 per hour

Expected hours: 40 per week


Benefits:

• Paid time off

Schedule:

• Day shift
• Monday to Friday

Ability to Relocate:

• Tucson, AZ 85718: Relocate before starting work (required)

Work Location:
In person