What are the responsibilities and job description for the Administrative Assistant position at Magellan Financial & Insurance Services, Inc.?
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