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Office Administrator

2 months ago

Cottonwood Heights, Utah, United States B.O.S.S. Retirement Solutions Full time

The Business Operations Support Specialist (B.O.S.S.) team at Retirement Solutions is seeking a highly organized and detail-oriented Office Administrator to provide exceptional support to our Advisors. This full-time position plays a crucial role in building strong client relationships, managing office operations, and ensuring a seamless experience for clients.

Key Responsibilities:

  • Client Greetings and Support
  • Document Preparation and Organization
  • Inbound Call Screening and Management
  • Calendar Management and Scheduling
  • Appointment Confirmation and Follow-up
  • Supply Tracking and Ordering
  • Participation in Virtual Meetings

Requirements:

  • Bachelor's Degree Preferred (or 4 years of relevant office experience)
  • At least 2 years of customer service experience
  • Minimum 1 year in a professional office setting
  • Proficiency in Excel, Microsoft Word, and Database Management
  • Basic understanding of Windows and Mac IOS
  • Availability for full-time hours, Monday to Friday 8:30-5:30

Compensation: Starting at $38,500 + $500 quarterly bonus potential. Salary increase after obtaining Life and Health certification, and an additional raise after Series 65 certification.