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Corporate Executive Administrator

Trajan Wealth LLC · Scottsdale, AZ · Corporate Office; Trajan Wealth, Trajan Estate, and Trajan Tax

Compensation

$60k – $75k /yr

Employment type

Full-time

Work setting

On-site

Location

Scottsdale, AZ

Schedule

Day shift

Posted

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Job overview

The Corporate Executive Administrator role is onsite in Scottsdale, AZ, with a base salary of $60,000–$75,000 per year, plus up to a 10% yearly bonus. Trajan Wealth is a registered investment advisor firm with an integrated wealth management, estate planning, and tax strategy model. The administrator serves as a first point of contact and provides reception and executive administrative support across Trajan Wealth, Trajan Estate, and Trajan Tax. The role keeps office communications, visitor services, calendars, supplies, and clerical processes organized.

What you'll do

  • Greet and direct visitors
  • answer, screen, and forward calls
  • maintain an organized reception area and office supplies
  • provide basic information in person, by phone, or email
  • receive and distribute mail and deliveries
  • update calendars and schedule meetings
  • perform filing, copying, transcription, and faxing
  • provide executive-level support to advisors for appointments, conference rooms, and supply orders.

What we're looking for

Skills & competencies
corporate executive administrator
trajan wealth
scottsdale az
onsite
executive administration
reception
calendar management
office operations
financial services
microsoft office
$60,000-$75,000/year
up to 10% bonus
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k) match up to 13%
  • company-paid United Healthcare PPO medical coverage
  • dental and vision
  • short- and long-term disability
  • life insurance
  • holidays and paid time off.

Why this role

Requires 5+ years of executive administration or similar clerical experience; financial services experience is preferred. Microsoft Office Suite and Adobe proficiency, strong organization, communication, customer service, and independent decision-making are sought.

About the employer

Trajan Wealth LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
43-6011.00
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