1 Office Administrator Job in Provo, UT
Advisor Employee Services is Hiring an Office Administrator Near Provo, UT
Office Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships and providing superior administrative support, we would like to talk to you!
Whether you are seeking a long-term career or looking to re-enter the workforce and build a long-term career, we value diverse perspectives and understand that a college degree is not always a requirement for success. We believe that skills, experience, and a strong work ethic can be equally valuable in contributing to a thriving and dynamic workplace.
Retirement Solutions in Provo, Ut is seeking to add an Office Administrator to our team. The ideal candidate would be hardworking, utilize outstanding client service skills, and have great attention to detail. If this sounds like you, we would love to talk to you!
Job Description:
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Hard working
Excellent communication; written and verbal
Detail oriented and great attention to accuracy
Proactive management style and consistent follow-through
Professionalism
Minimum Requirements:
Bachelor's Degree preferred, but not required
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience, preferred
Responsibilities:
This Office Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Office Hours:
Monday-Thursday
8:30 AM -5:30 PM
Friday
9:00 AM – 3:00 PM
Occasional evenings for client events
Hourly Pay:
$22.00 - $24.00/hour BOE
Benefits
Health Benefit allowance
Paid Time Off
Holiday Pay
Simple IRA
Clothing Budget
Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Job Summary
Full Time
$78k-102k (estimate)
04/28/2024
05/13/2024
aesplacement.com
Overland Park, KS
<25
Related Companies
The following is the career advancement route for Office Administrator positions, which can be used as a reference in future career path planning. As an Office Administrator, it can be promoted into senior positions as an Administrative Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Administrator. You can explore the career advancement for an Office Administrator below and select your interested title to get hiring information.
If you are interested in becoming an Office Administrator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Office Administrator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Office Administrator job description and responsibilities
The office administrator will work closely with staff to provide administrative support and delegate tasks to members of the administrative team to facilitate efficient workflow.
01/16/2022: Santa Cruz, CA
Office administrators are responsible for administrative and organizational tasks, and they make sure that employees remain focused on assigned tasks.
02/16/2022: La Crosse, WI
Office Administrator ensures general management of the office, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning.
01/18/2022: Portland, ME
The Office Administrator is ensuring the security of office records/classified materials, equipment and office machines.
01/09/2022: Twin Falls, ID
The Office Administrator prepare, format and quality check documents such as reports, spreadsheets, fee proposal letters, memos, minutes, etc., using Microsoft Office applications.
02/20/2022: Provo, UT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Office Administrator jobs
Office Administrator must possess adaptability to work under pressure.
12/28/2021: York, PA
Must be proficient with technology (Google Drive, MS Office, etc.).
02/26/2022: Newport News, VA
To become a Office Administrator he/she must have the ability to use a desktop computer and office suite software packages.
12/15/2021: Canton, OH
Proven experience as an office administrator, office assistant or relevant role.
01/20/2022: Charleston, WV
Excellent knowledge of MS Office and office management software (ERP etc.).
02/20/2022: Huntington, WV
Step 3: View the best colleges and universities for Office Administrator.
