Administrative Assistant - Peoria Office at Trajan Wealth LLC in Peoria, AZ, USA

Overview

As the Trajan Wealth Administrative Assistant and Receptionist, you will be the first point of contact for our company. You will welcome and greet clients, answer and redirect phone calls, and coordinate other front-desk activities as required. To be successful as the Trajan Wealth Receptionist, you…

Job description

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Benefits

About Trajan Wealth LLC

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

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