Administrative Assistant
- 401(k)
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Stock options plan
- Vision insurance
- Prepare recurring and ad hoc reports using Excel and CRM data
- Maintain CRM accuracy and generate basic reports
- Manage executive calendars and schedule meetings
- Prepare meeting materials and track action items
- Coordinate domestic travel arrangements
- Monitor aging reports and follow up on past-due invoices
- Track and manage company licensing and insurance renewals and related documentation
- Coordinate with vendors, manage subscriptions, and maintain vendor records
- Maintain organized digital files and documentation
- Create materials and presentations using Canva
- 2+ years of administrative or executive support experience required
- Strong proficiency in Microsoft Excel required
- Experience working in a CRM system (HubSpot, Salesforce, or similar)
- Experience using Canva for presentations or documents required
- Experience managing licensing renewals and/or vendor relationships
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
- Professional, dependable, and proactive
- Growing fintech company in Scottsdale
- Direct exposure to leadership
- High-performance, collaborative culture
- Opportunity for long-term growth
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