Archford is seeking an Administrative Assistant who is adept with technology and passionate about enhancing client experiences. This role involves direct interaction with clients, handling sensitive information, and managing multiple tasks efficiently.

Key Responsibilities:
  • Answer phones and assist clients with electronic document uploads
  • Communicate effectively with clients regarding their accounts and special occasions
  • Process completed tax returns and manage electronic filing of client documents
  • Complete client tax extensions and onboard tax clients across various software platforms
  • Handle invoicing and update client relationships in our systems
  • Print payroll and various financial reports for clients
  • Perform other duties as assigned to support our team and client needs
Our Ideal Candidate:
  • You independently use technology and are comfortable learning various software platforms
  • You have excellent communication skills to interact effectively with both clients and team members
  • You can manage multiple tasks efficiently and adapt to changing priorities
  • You are a proactive problem-solver with a strong organizational skill set
  • You have administrative experience
  •  Experience in financial services is preferred but not required

About Us: Archford Capital Strategies is a thriving community dedicated to profoundly impacting the lives of those we serve. Our mission extends beyond delivering expert financial advice; it encompasses guiding our clients through their financial journeys with empathy, expertise, and a steadfast commitment to excellence. Our Guiding Principles—Help Others, Become More, Unwavering Integrity, and Shared Success—are the core of our approach, influencing every strategy we devise and every relationship we treasure.

Why Join Us: At Archford, you will join an environment that values innovation, teamwork, and the joy of making a difference. We offer opportunities for professional growth and encourage the sharing of success, fostering a culture where learning and improvement are continuous. As an Administrative Assistant, you will play a crucial role in enabling our team to deliver exceptional service to our clients, contributing to their financial success and personal growth.

What Sets Us Apart: Archford is renowned for our comprehensive approach to financial planning, integrating wealth management, tax planning & preparation, business retirement services, family coaching, and business consulting to offer comprehensive solutions tailored to our clients’ needs. Our exceptional culture sets us apart. We foster a supportive environment where team members thrive through collaboration and innovation. Our people are at the heart of our success, and we celebrate this with catered team lunches, engaging social events, and incentives for employees who promote new business. Our commitment to technology, innovation, family harmony, and strategic alignment ensures that we meet our clients’ needs with meticulous attention and care.

Please fill out the form below to apply.


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