Executive Personal Assistant

$41,600 - $52,000/Yr

Cambridge Financial Corp - Chandler, AZ

Part-time - Entry Level

Remote - Chandler, AZ

Administrative and Support Services

About the position

As a Personal Assistant at Cambridge Financial Services, you will play a vital role in supporting day-to-day operations. Your primary responsibilities will include administrative organization, scheduling, client relationship management, and handling essential documents and systems. This is an opportunity for someone who thrives in a dynamic environment and takes pride in exceeding expectations.

Responsibilities

• Manage calendars, appointments, and deadlines efficiently.
• Prioritize tasks to ensure smooth daily operations.
• Serve as a friendly and professional point of contact for clients.
• Build and maintain strong client relationships.
• Oversee document preparation, signing processes (DocuSign), and accurate filing.
• Ensure compliance and attention to detail in all paperwork.
• Maintain and update the company CRM with accurate client data.
• Generate reports and organize client communications.
• Provide additional assistance, including project management and research as needed.
• Adapt quickly to new tasks and ensure clients receive personalized support.

Requirements

• Proactive, organized, and detail-oriented.
• Friendly, approachable, and excellent at managing relationships.
• Adaptable to changing priorities and schedules.
• Familiarity with DocuSign, CRM tools, and basic office software.
• Sharp, quick-thinking, and willing to go above and beyond to ensure exceptional client experiences.

Nice-to-haves

• Experience in a similar role is a plus, but not mandatory.
• Associate's degree or higher preferred but not required.

Benefits

• Competitive pay and potential for growth.
• A flexible work environment with opportunities for remote tasks.
• A supportive team that values your contributions.
• Paid time off.