EPIC Holistic Partners · 1 day ago
Office Coordinator
Phoenix, AZ
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $45K/yrEPIC Holistic Partners is seeking a detail-oriented and organized Office Coordinator to join their team. The role involves providing administrative support, managing scheduling and documentation, and communicating professionally with clients and team members.
Financial Services
Responsibilities
Provide administrative support to the team and leadership
Manage scheduling, documentation, and data with accuracy
Communicate professionally with clients, partners, and internal team members
Maintain organized records and follow established processes
Identify opportunities to improve efficiency and workflow
Qualification
Required
Growth-oriented and driven, with a strong desire to learn, improve, and take ownership of responsibilities
Positive, high-energy mindset that stays solutions-focused and contributes to a strong team culture
Highly organized and detail-oriented, with clean, consistent work habits and systems
Coachable and self-aware, open to feedback and quick to apply it
Grit and reliability, willing to do what needs to be done to support the team and follow through
Strong communication skills, personable, professional, and able to build rapport easily
Comfortable with technology & following systems
Comfortable on the phone
Benefits
Bonus Opportunities
Company
EPIC Holistic Partners
EPIC Holistic Partners is a team of financial advisors that specializes in financial planning.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase