Trajan Wealth LLC
  • Gilbert, AZ, USA
  • $18.00
  • Hourly
  • Full Time

If you are looking for an opportunity with a growing company, great leadership and fun co-workers, Trajan Wealth is the company for you. 

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 should have a pleasant demeanor, ability to multi-task, organized and stay calm under pressure.


  • Greet and welcome guests as soon as they arrive at the office
  • Direct visitors to the appropriate person and office
  • Answer, screen and forward incoming phone calls
  • Insure reception area is tidy, organized and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
  • Provide basic and accurate information in-person and via phone/email
  • Receive, sort and distribute daily mail/deliveries
  • Order office supplies and keep inventory of stock
  • Update calendars and schedule meetings
  • Assist Advisors with administrative support
  • Perform other clerical receptionist duties such as filing, photocopying, transcribing and faxing as required


  • Two-years proven work experience as an Administrative Assistant, Front Office Representative or similar clerical role
  • Proficiency in Microsoft Office Suite
  • Hands-on experience with office equipment (e.g. fax machines and printers)
  • Proactive demeanor
  • Team player
  • Strong written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Excellent customer service attitude

Compensation Package:

  • Competitive salary - $18.00 per hour
  • 401K
  • Pension
  • United Healthcare PPO Medical employee coverage paid by company
  • United Healthcare PPO Dental, United Healthcare Vision, Short Term and Life Insurance voluntary options available


Come and join a team that is making a difference in their clients and employee's lives!

Trajan Wealth LLC
  • Apply Now

    with our quick 3 minute Application!

  • * Fields Are Required

    What is your full name?

    How can we contact you?

  • Sign Up For Job Alerts!

  • Share This Page
logo/back to Trajan Wealth main site Contact Us Client Logins