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Estate Planning Specialists

Estate Planning Specialists is hiring: Executive Administrative Assistant in Gil

Estate Planning Specialists, Gilbert, AZ, US, 85296

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Job Description

Job Description

Estate Planning Specialists is looking for a proactive and detail-oriented Executive Assistant to support our President/CEO and help keep our office running smoothly. This role is ideal for someone who enjoys working with people, staying organized, and being a dependable point of contact for clients and colleagues.


What You’ll Do

As an integral member of our team, you will handle a variety of administrative and client-facing responsibilities, including:


Client & Office Communication

  • Serve as a friendly and professional first point of contact for current and prospective clients via phone and email
  • Manage incoming mail, ensuring timely distribution


Organization & Administrative Support

  • Create, organize, and maintain electronic and physical filing systems
  • Coordinate calendars, appointments, and schedules for the President/CEO
  • Assist with preparation of recurring reports, spreadsheets, and special projects
  • Learn and become proficient in our CRM software


Lead Management & Follow-Up

  • Track new leads and inquiries
  • Coordinate appointment scheduling
  • Conduct follow-up calls with prospective clients


What We’re Looking For

  • 1+ year of experience in an office or professional administrative setting
  • Comfortable speaking with clients and leads over the phone
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office—especially Word, Excel, and Outlook
  • A positive attitude, strong attention to detail, and willingness to learn


What We Offer

  • Starting at $22/hour, depending on experience
  • Paid holidays
  • Option to enroll in dental and vision plans
  • A stable Monday–Friday schedule with no evenings or weekends
  • Supportive work environment with opportunities to grow your skills


If you’re dependable, organized, and eager to be part of a team that helps families plan for the future, we’d love to hear from you.