Join us on an inspiring journey as we help businesses and individuals thrive, both today and in retirement. At our company, we prioritize people and obsess over our clients in every interaction. We're a community of forward-thinking individuals committed to driving results and delivering our mission with unwavering integrity.
We're on the lookout for top talent! While some roles are based in our office locations, we also offer remote opportunities in various states. Relocation assistance isn't provided, but the chance to be part of our dynamic team is worth it.
We believe in inclusivity and diversity. If you don't meet every single requirement listed, we still encourage you to apply. Our goal is to build an authentic workplace that values diversity among our team members, reflecting the businesses and clients we serve.
Our typical schedule for this position is 8 a.m. to 5 p.m. MT.
What You'll DoAs a valued member of our team, you'll provide essential support to our Managing & Senior Directors, President, and CFO. Your responsibilities will include:

• Coordinating travel arrangements, lodging, and company events
• Handling basic computer applications and inputting data into our CRM
• Managing calendars and expense reports
• Screening and responding to telephone inquiries
• Assisting with appointment scheduling and event preparation
• Maintaining various records and filing systems
• Participating in cross-functional meetings and events

What We're Looking ForIf you have some or all of the following qualifications, we encourage you to apply:

• High school diploma or equivalent
• 3-5 years of relevant experience
• Strong ethical values
• Resourcefulness and willingness to seek out answers
• Openness to giving and receiving feedback
• Strong interpersonal and communication skills
• Ability to work independently and in a team environment
• Proficiency in Microsoft Office suite
• Excellent time management and multitasking abilities
• Detail-oriented and curious mindset
• Self-motivated and adaptable

What We OfferWe offer competitive compensation, starting at $24-26 per hour, along with a comprehensive benefits package including health/dental/vision insurance, life insurance, disability insurance, 401k, paid holidays, and paid time off.
At our company, we're dedicated to providing health, wealth, retirement, and benefits solutions that empower individuals and businesses to plan, save, and invest for a brighter future. With over 7 million clients and $62 billion in assets, we're committed to achieving better outcomes for all.
Join us and be part of our remarkable growth story. We've been recognized for our outstanding workplace culture and benefits, and we're excited to welcome dynamic individuals who share our passion for excellence. Apply now and let's embark on this journey together!
Employment Type: Full-Time