What are the responsibilities and job description for the Business Operations Associate position at Magellan Financial & Insurance Services, Inc.?
Advance Your Career in a Dynamic Environment
Stauffer Retirement Planning seeks a highly organized and proactive individual to fill the role of Administrative Assistant. This position offers diverse tasks and responsibilities, providing opportunities for growth and development in a fast-paced environment.
Responsibilities:
- Client Engagement: Welcome clients warmly, manage their inquiries, and provide exceptional customer service.
- Administrative Tasks: Coordinate office operations, schedule events, and maintain accurate records.
- Professional Growth: Enhance skills and knowledge in a firm committed to excellence in retirement planning.
Qualifications:
- 2 years of experience in administrative roles; prior experience in financial services beneficial.
- High school diploma required; degree from an accredited institution preferred.
- Proficiency in Microsoft Office Suite; familiarity with CRM systems advantageous.
About Our Firm:
Stauffer Retirement Planning, located in South Jordan, Utah, guides individuals and families through the complexities of retirement planning. We prioritize client education, personalized solutions, and long-term security.