Investor Service Administrative Assistant jobs in United States
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Kinghorn Law | Financial · 13 hours ago

Investor Service Administrative Assistant

Kinghorn Law | Financial is an expanding estate planning law and financial firm dedicated to helping clients navigate complex legal and financial matters. The Administrative Assistant will provide reliable and timely support to complete assigned tasks accurately and efficiently under the guidance of the Investor Service Manager and Investor Coach.

Law Practice

Responsibilities

Input, update, and maintain accurate records in the firm's databases and software
Scan, file, and organize documents in both digital and physical formats
Monitor calendar events, send confirmation emails, prepare documentation for client appointments
Provide general administrative assistance across departments, including phone backup, calling leads to schedule appointments, and staffing educational workshops
Complete miscellaneous tasks as assigned to support operational goals and client service
Other tasks assigned by supervisor, investor coaches, leadership, or attorneys

Qualification

Microsoft Office SuiteOrganizational skillsInterpersonal skillsData entryBilingual (Spanish)Attention to detailTeamworkCommunication skills

Required

Strong organizational skills with the ability to manage multiple tasks efficiently
High level of professionalism with excellent interpersonal and communication skills (both written and verbal)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and data entry tools
Strong attention to detail and accuracy in data entry and record-keeping
Ability to work independently and as part of a team

Preferred

Bilingual (Spanish) candidate preferred
Consistent work history and a demonstrated commitment to previous roles are strongly preferred

Benefits

Health, dental, and vision insurance
Life and disability insurance
Matching contribution to 401(k)
Mentorship from experienced attorneys and legal professionals
Personal and professional development opportunities

Company

Kinghorn Law | Financial

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Kinghorn Law, LLC is Arizona's premier estate planning and elder law firm.

Funding

Current Stage
Early Stage

Leadership Team

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Sandi Kinghorn
Chief Operating Officer
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Company data provided by crunchbase