About PFG - Priority Financial Group:

For more than 20 years, Priority Financial Group (PFG) has assisted financial institutions and independent financial advisors alike, in building and elevating their investment and insurance business. PFG offers a hybrid RIA model, which is unique in the financial institution space.

Additionally, PFG offers a unique service to its clients and their clients through the Arizona Legal Document Preparer Program. Through our Wills & Trusts division, we help credit unions, financial institutions and financial advisors offer a wide array of estate planning products and services for their clients. Our Mission is to provide ethical, affordable and comprehensive estate planning document preparation services that deliver peace of mind.

Legal document preparation services offered through PFG Wills & Trusts Document Preparation which is a legal document preparer business entity, License #82024, certified through the Arizona Supreme Court according to Rule 31, and Arizona Codes of Judicial Administration§ 7-208 and § 7-201.

Role and Responsibilities:

Priority Financial Group (PFG) is looking for an experienced Administrative Assistant to be responsible for being the first point of contact for the firm via phone and in-person greeting of clients and partners. The successful candidate will also provide administrative support for the CEO and PFG’s Wills & Trusts Team (Document Preparation Services through the Arizona Supreme Court). Support for the CEO will include calendar management of meetings and travel with regular and proactive communication to ensure CEO’s calendar is accurate, up to date, and efficient. Support for the Wills & Trusts Team will include scheduling client meetings, following up on prospects, managing the Customer Relationship Management (CRM) system, client communications including satisfaction surveys and electronic client vault, as well as printing and preparing document packages for delivery.

Responsibilities include but are not limited to:

• Front desk reception including answering phones and greeting clients/visitors

• Calendar and schedule management for CEO

• Entering and maintaining company information in CRM

• Scheduling client meetings for sales team

• Following up on prospect leads within established service level agreement (SLA)

• Prepping client document packages

• Document management using firm document storage solution

• Sending out client satisfaction surveys and compiling results for management

• Handling of confidential client and company information

Preferred Skills:

• Two-years prior experience in administrative assistant capacity required. Some experience in financial services required (i.e. banking, estate planning, mortgages, etc.).

• Positive internal/external customer service and teamwork attitude

• Excellent verbal and written communication skills

• Strong attention to detail and problem-solving skills

• Solid time management skills and ability to meet deadlines

• Proficiency in Excel, Word, PowerPoint and Outlook required

• Previous experience with CRM systems preferred (Salesforce, Clio)

Qualifications & Requirements:

The candidate must have a high school diploma or a high school equivalency diploma (GED). College degree preferred. Must be able to pass a basic credit and background check. Opportunity to become a Certified Legal Document Preparer (CLDP), if applicable.