Job Description

EXECUTIVE ASSISTANT

TFO Phoenix Inc., a wealth management firm located in Phoenix, Arizona, is looking to expand our team.  Since our formation in 2011, we have seen growth in both the number of client families we serve and the number of talented employees we have hired.  We are currently seeking an EXECUTIVE ASSISTANT to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

RESPONSIBILITIES

TFO Phoenix is a service-oriented firm; the attention we give to our clients is critical to our success. As our one of our Executive Assistants, you would be responsible for providing comprehensive support to a team of wealth advisors.  This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.  He/she will provide sophisticated calendar management and prioritize inquiries and requests while troubleshooting conflicts; making judgements and recommendations to ensure smooth day-to-day engagements.  The role will have a broad variety of administrative tasks including assisting with special projects; designing and producing complex documents, reports, and presentations; collecting and preparing information for meetings with staff and outside parties; composing and preparing correspondence; and maintaining contact lists.

QUALIFICATIONS:

• Minimum of 5 years experience in wealth management related business
• Minimum of 3-5 years of experience as an executive assistant supporting senior level leaders
• Bachelor’s degree
• Detail and deadline-oriented multitasker
• Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, SharePoint and Salesforce) skills
• Good PC skills with the aptitude to learn new systems quickly
• Strong time management skills and ability to meet deadlines
• Highly refined and professional verbal and written communication skills
• Ability to work additional hours as needed

ABOUT TFO PHOENIX

TFO Phoenix’s mission is _Empowering Families to Succeed by Connecting Wealth and Purpose_®.  Our pursuit of this mission is driven by five firm values:  Care, Simplify, Help More, Play and Do The Right Thing. 

We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members.  We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

If interested, please email your resume to careers@tfophoenix.com.