Administrative Assistant

1 month ago

Orem, United States Uplife Group by Kris Krohn Full time
Job DescriptionJob DescriptionSalary: $18 per hour

Company Overview: 

Uplife is a leading organization dedicated to empowering individuals (exemplified by renowned influencer Kris Krohn) on their journey to financial growth and prosperity. Through our innovative financial programs and educational resources, we help people achieve their financial goals and build a secure future. We are currently seeking an organized Part-Time Administrative Assistant to provide valuable support to both our Legal and Fund Management Departments. 

 

Job Summary: 

As a Part-Time Administrative Assistant at Uplife, you will play an integral role in facilitating the smooth operation of our Legal and Fund Management Departments. You will assist in managing administrative tasks, documentation, and communication, ensuring that both departments can focus on their essential functions. This position offers a unique opportunity to be part of a dynamic team working towards financial empowerment and growth. 

 

Key Responsibilities 

 

  1. Administrative Support:

 

  • Manage and maintain calendars for department heads, coordinate, and schedule meetings. 

 

  1. Legal Support

 

  • Assist in the preparation and organization of legal and financial documents. 
  • Maintain accurate electronic and physical filing systems for easy document retrieval. 
  • Ensure the confidentiality and security of sensitive legal and financial information. 
  • Business entity formation, registration, and tracking 
  • Foreign entity qualification and tracking 
  • Legal research of state and federal statutes, regulations, and regulatory agency rulings regarding various compliance matters 
  • Assist compliance department with interaction and communication with other company departments regarding department-specific compliance matters  
  • Physical document scanning and organization 

 

  1. Fund Management Support:

  

  • Organize and maintain financial records for investment funds. 
  • Generate periodic performance reports, analyze financial data, and provide insights into fund performance under the supervision of the fund administrator. 
  • Prepare and distribute investor updates and respond to investor inquiries promptly. 
  • Audit and maintain the investor portal. 
  • Monitor and manage the real estate investment pipeline. 
  • Organize and maintain documentation related to investments, contracts, and financial records. 
  • Collaborate with colleagues to streamline investment processes and implement improvements. 
  • Collaborate with the Fund Management team to track financial transactions and updates. 

 

Qualifications: 

 

  • Currently enrolled in college or possess a bachelor's degree. 
  • Proven experience in an administrative support role, preferably in a legal or financial setting. 
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). 
  • Exceptional organizational skills with a strong attention to detail. 
  • Excellent written and verbal communication skills. 
  • Ability to manage time efficiently, prioritize tasks, and work independently. 
  • Discretion and the ability to handle confidential information with care. 
  • Legal or financial training or experience, including familiarity with legal or financial terminology is advantageous. 

 

Compensation: 

This position offers a competitive hourly wage of $18 per hour. 

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