What are the responsibilities and job description for the Office Administrator position at Stauffer Retirement Planning?
Are you an organized professional eager to make a meaningful impact in the financial industry? Stauffer Retirement Planning, a premier financial advisory firm in South Jordan, Utah, is seeking an Administrative Assistant with the ambition to grow into an Office Manager role.
Your Role:
- Client Engagement: Be the welcoming face and voice of the firm, managing client interactions with warmth and professionalism.
- Operational Excellence: Oversee office operations, from scheduling appointments to maintaining supplies, ensuring a seamless experience for clients and staff.
- Advisor Support: Assist financial advisors with administrative tasks, including preparing reports and managing documentation.
- Growth Path: Demonstrate your capabilities and step into an Office Manager position, taking on leadership responsibilities within the firm.
What You Bring:
- 2 years of administrative experience; financial services background is a plus.
- Proficiency in Microsoft Office Suite; familiarity with CRM systems preferred.
- Exceptional organizational skills and attention to detail.
- Strong communication abilities and a client-first mindset.
Why Join Stauffer Retirement Planning?
At Stauffer Retirement Planning, we are dedicated to guiding individuals and families through the complexities of retirement planning. Our client-centric approach, transparent fee structure, and forward-thinking philosophies have established us as a trusted partner in securing our clients' financial futures. This is more than a job; it's an opportunity to grow your career in a dynamic environment where your contributions directly impact the well-being of our clients.
Ready to Take the Next Step?
If you're ready to advance your career and make a difference, we invite you to apply. Join us in our mission to provide ethical and independent retirement planning services. Apply now and become a vital part of our dedicated team.
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- No nights
- No weekends
Experience:
- Administrative: 2 years (Required)
Ability to Commute:
- South Jordan, UT 84095 (Required)
Work Location: In person
Salary : $45,000 - $60,000