Job Description

Join Swiss American Financial Solutions as an Administrative Assistant – Glendale, AZ

Are you a detail-oriented, proactive professional looking to make an impact in the financial services industry? Do you thrive in an organized, client-focused environment? Swiss American Financial Solutions is seeking an Administrative Assistant to support our growing team in Glendale, Arizona .

What You’ll Do

• Serve as the front desk representative , providing a welcoming and professional first impression.
• Manage administrative tasks such as processing applications, updating websites, and handling proprietary client-tracking software ( The Blueprint ).
• Oversee client communication platforms , ensuring seamless interaction between clients and financial professionals.
• Send mass emails and maintain digital communication channels.
• Work with insurance carrier platforms (including Magellan) and coordinate with the Suitability team to ensure compliance and efficiency.
• Assist in the processing of illustrations, applications, and client documentation .
• Maintain communication with Magellan Financial and other key business partners.

Who You Are

• A self-starter who takes initiative and can handle multiple tasks efficiently.
• Experienced in administrative support , preferably within financial services (though not required).
• Tech-savvy , with the ability to quickly learn and manage proprietary software platforms and web-based communication tools.
• Personable and professional , with a strong phone presence and ability to provide exceptional client service.
• A problem solver who thrives in a fast-paced environment and can streamline operations.

Hours & Compensation

• Schedule: Monday – Friday, minimum six hours daily (ideally 9 AM to 4 PM ).
• Salary: Competitive compensation ranging from $3,000 to $4,500 per month , depending on experience and hours worked.
• Bonuses: Potential incentives based on assets under management (AUM) and annuity payouts .
• Benefits:
• Two weeks of paid vacation .
• Bi-monthly payroll on the 1st and 15th of each month .
• Potential for additional benefits as the role evolves.

Why Join Us?

At Swiss American Financial Solutions , we pride ourselves on our commitment to excellence, innovation, and client success . This is more than an administrative role—it’s an opportunity to grow within a dynamic financial services firm and contribute to our expanding operations. If you're looking for a rewarding career with competitive pay and room for professional growth , apply today!

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