Job Description

We are looking for a full-time Administrative Assistant to perform a variety of administrative and support tasks in a financial advisor's office. The ideal candidate should have excellent oral and written communication skills and the ability to deal effectively with people. You must be a person of integrity. You must be dependable, organized, self-motivated, detail oriented, and able to manage your own time. You should be technology proficient: able to use MS Office products and to learn other computer programs. Previous experience as an Executive/Administrative Assistant and familiarity with the financial services industry is a plus. A successful Administrative Assistant ensures that our clients feel comfortable and confident in our dealings. We strive for the highest standard of service and experience while creating a satisfying and enjoyable environment for all involved.

Responsibilities

Answer phone calls and interact with clients Organize and schedule appointments Write and distribute email correspondence Review meeting notes and complete To Do items Prepare client forms and process them correctly and quickly Input client information in financial planning software Maintain and manage contact lists and review schedules Prepare reports and financial summaries for client meetings

Skills

Reliability, complete honesty, positive attitude, professional appearance Proven experience as an administrative assistant or office administrative assistant Working knowledge of office equipment (phones/printers/scanners/fax) Proficiency in MS Office (MS Excel, Word and MS PowerPoint) Proficient with dictation transcription and editing Excellent time management skills and the ability to prioritize work Attention to detail and problem-solving skills Excellent written and verbal communication skills Strong organizational skills with the ability to multi-task Demonstrated ability to work in fast-paced environment with superior accuracy College degree preferred
Prior experience as an Administrative Assistant or Manager is a plus

Hourly compensation commensurate with experience. Wage range from $24-$27+, DOE.

Email resume and cover letter to employment@sfg.us

Job Type: Full-time

Pay: $24.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

401(k) 401(k) matching Paid time off
Education:

High school or equivalent (Required)
Experience:

Administrative assistance: 2 years (Preferred)
Ability to Commute:

Salt Lake City, UT 84124 (Required)
Ability to Relocate:

Salt Lake City, UT 84124: Relocate before starting work (Required)
Work Location: In person