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Office Coordinator

2 months ago

Salt Lake, Utah, United States Prince Perelson Full time
Office Coordinator
Join a leading financial advisory firm dedicated to personalized wealth management solutions.

As an Office Coordinator, you will play a crucial role in ensuring the smooth operation of our office and providing exceptional support to our clients and team.

Key Responsibilities:

  • Greet clients with professionalism and warmth, creating a welcoming atmosphere.
  • Respond to client inquiries regarding services and general information, ensuring their needs are met.
  • Manage incoming calls, directing them to the appropriate team members and taking detailed messages when necessary.
  • Oversee the organization of mail and packages, ensuring timely distribution and delivery.
  • Assist financial advisors with scheduling, document preparation, and maintaining client records.
  • Conduct inventory checks and manage office supply orders to support daily operations.
  • Contribute to social media initiatives by creating engaging content and interacting with online communities.

Required Skills and Experience:

  • Previous experience in an administrative or receptionist role is preferred.
  • Excellent communication skills, both written and verbal, are essential for effective interaction.
  • Strong organizational skills with the ability to multitask and prioritize effectively.
  • Proficiency in Microsoft Office Suite and familiarity with standard office equipment.
  • Ability to maintain confidentiality and handle sensitive information discreetly.
  • A positive attitude and commitment to outstanding customer service are essential.
  • Flexibility to adapt to changing priorities in a dynamic work environment.
  • Knowledge of social media platforms and basic marketing principles is a plus.

Benefits:

  • Competitive salary based on experience and qualifications.
  • Eligibility for 401(k) retirement savings plan after one year of employment.
  • Accrued vacation time to support work-life balance.
  • Opportunities for professional development and skill enhancement.
  • Participate in team lunches and client events for networking and camaraderie.
  • Work in a diverse environment where every team member is valued.

Join a compassionate team where you are not just an employee, but a vital part of our work family.

PrincePerelson & Associates is an Equal Opportunity Employer.