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Posted 2w ago

Financial Service Administrative Assistant

@ Kinghorn Law | Financial
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Tucson, Arizona, United States
$20-$24/hrOnsiteFull Time
Responsibilities:entering data, managing documents, scheduling appointments
Requirements Summary:Strong organizational and communication skills, accurate data entry, proficiency with Microsoft Word/Excel/Outlook, ability to manage documents and support departmental tasks; bilingual Spanish preferred.
Technical Tools Mentioned:Microsoft Word, Microsoft Excel, Microsoft Outlook
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Job Description

Financial Service Administrative Assistant - Tucson, AZ
Classification: Non-exempt
Primary Dept: Investor Service
Hours: Full-time
Location: 3573 E. Sunrise Dr., Suite 209, Tucson, AZ 85718


Who We Are 
Kinghorn Law | Financial is a growing estate planning law firm whose mission is to empower individuals and families to achieve peace. Our team culture is what differentiates us. We value Extreme Ownership, Dignity, Warmth, Discovery and Community, and we look for people who naturally bring those qualities into their work. We believe in serving our clients with genuine care and continually developing professionally. 


About the Role

We're looking for a Financial Service Administrative Assistant who will provide dependable, timely support, helping ensure tasks are completed accurately and efficiently. You will be an integral part of a team, offering flexible support as business needs evolve. A willingness to help, adapt, and work alongside others is key to making a meaningful impact in this role.


Skills and Qualifications That Help You Succeed

  • 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.
  • Bilingual (Spanish) candidate preferred.


Primary Responsibilities

  • Data Entry & Document Management:
    • Input, update, and maintain accurate records in the firm's databases and software.
    • Scan, file, and organize documents in both digital and physical formats.
  • Departmental Support:
    • 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 public educational workshops.
    • Complete miscellaneous tasks as assigned to support operational goals and client service.
  • Other tasks assigned by supervisor, Investor Coaches, Leadership, or attorneys.


This description reflects the wide range of responsibilities that come with the role. It highlights the dynamic nature of the position and the shared commitment to maintaining high standards while delivering thoughtful, high-quality service to our clients.