Job Description

Administrative Assistant

Swiss American Financial Solutions | Glendale, AZ

Base Salary: $55,000

Most administrative roles keep the lights on.

This one keeps the engine running.

Swiss American Financial Solutions is a growing financial services firm built around precision, compliance, and a high-touch client experience. As we continue to scale, we’re looking for an Administrative Assistant who doesn’t just complete tasks—but creates order, consistency, and momentum across the business.

If you’re the kind of person who takes pride in clean processes, polished communication, and being the person others rely on to “make it all work,” this role was designed for you.

What You’ll Own (Not Just “Do”)

You’ll be the operational hub of the office—supporting advisors, protecting the client experience, and ensuring nothing slips through the cracks.

• Front desk & first impressions: Be the professional, welcoming face of the firm—by phone, email, and in person.
• Client workflow execution: Process applications, illustrations, and client documentation with accuracy and urgency.
• Technology & systems management: Work inside proprietary tools like The Blueprint , along with web-based platforms and internal systems.
• Communication operations: Manage outbound client communications, including mass emails and digital correspondence.
• Carrier & compliance coordination: Work directly with insurance carrier platforms (including Magellan) and partner with the Suitability team to keep business moving cleanly and compliantly.
• Partner collaboration: Maintain consistent communication with Magellan Financial and other strategic partners to support smooth case flow.

This role is less about “helping out” and more about being trusted with the details that protect the business and the client experience .

Who Thrives Here

You’ll do well in this role if you:

• Take initiative and don’t wait to be told what needs attention
• Enjoy juggling multiple priorities while staying organized and calm
• Pick up new software and systems quickly
• Communicate clearly, professionally, and confidently—especially on the phone
• Care deeply about accuracy, follow-through, and doing things the right way

Financial services experience is helpful, but not required. What matters more is discipline, professionalism, and pride in your work .

Why Swiss American Financial Solutions

• A structured, professional environment—no chaos, no guesswork
• Direct exposure to financial services operations and compliance
• A role with real responsibility, visibility, and long-term growth potential
• A firm that values doing things right—not cutting corners

This is an ideal opportunity for someone who wants to build a serious, respected career in financial services operations—not just hold an admin title.

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