Demo

Business Operations Associate

Magellan Financial & Insurance Services, Inc.
Salt Lake, UT Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/5/2025

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.

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