What are the responsibilities and job description for the Administrative Coordinator position at Magellan Financial & Insurance Services, Inc.?
Grow Your Career as an Administrative Professional
Stauffer Retirement Planning seeks a detail-oriented individual to fill the role of Administrative Assistant. This position offers a clear trajectory for career advancement, providing opportunities for growth and development in a dynamic environment.
Key Responsibilities:
- Client Engagement: Develop strong relationships with clients, 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.
Requirements:
- 2 years of experience in administrative roles; financial services experience is beneficial.
- High school diploma required; associate or bachelor's degree preferred.
- Proficiency in Microsoft Office Suite; familiarity with CRM systems advantageous.
About Us:
Located in South Jordan, Utah, Stauffer Retirement Planning guides individuals and families through the complexities of retirement planning. We prioritize client education, personalized solutions, and long-term security.
