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Administrative Assistant

Magellan Financial & Insurance Services, Inc.
Salt Lake, UT Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/29/2025

Elevate Your Career as an Administrative Assistant in South Jordan, Utah

Are you a proactive professional eager to advance into a leadership role? At Stauffer Retirement Planning, we seek a detail-oriented Administrative Assistant ready to grow into our Office Manager position.


Why This Opportunity Stands Out:

  • Path to Leadership: Begin as an Administrative Assistant with a clear trajectory to Office Manager.
  • Dynamic Environment: Engage in diverse tasks, from client interactions to operational support.
  • Professional Growth: Enhance your skills in a firm committed to excellence in retirement planning.


Key Responsibilities:

  • Client Engagement: Welcome clients warmly, manage communications, and schedule appointments.
  • Operational Support: Oversee office supplies, organize events, and maintain correspondence.
  • Documentation Management: Process account paperwork, update client records, and ensure compliance.


Qualifications:

  • 2 years in administrative roles; financial services experience is a plus.
  • High school diploma required; associate or bachelor's degree preferred.
  • Proficiency in Microsoft Office Suite; familiarity with CRM systems is advantageous.


About Stauffer Retirement Planning:

Located in South Jordan, Utah, Stauffer Retirement Planning is dedicated to guiding individuals and families through the complexities of retirement planning. We emphasize client education, personalized solutions, and long-term security. Join us to contribute to a firm that values trust, integrity, and service excellence.


Ready to Advance Your Career?

If you're ambitious and ready to take on a leadership role, apply now to join our team.

Salary : $40,000 - $55,000

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