Administrative Assistant
3.
7 Saint George, UT Saint George, UT Full-time Full-time From $20 an hour From $20 an hour 15 hours ago 15 hours ago 15 hours ago It is time to explore new challenges in your career.
Senior Advantage Group is an independent, privately-owned, financial services company in St.
George, Utah.
We are looking to add a full-time administrative assistant to our team.
Our Investments in You:
Paid Time Off Paid Holidays Half-day Fridays! The Expertise We're Looking For:
Previous Administrative Experience (Required) Proficiency with Microsoft Office suite (Required) High school degree (Required) Prior Experience Working in Financial Advisory Industry (Preferred) Key Traits of a Successful Administrative Assistant:
Able to communicate verbally and in writing Able to learn and adapt to changes What You Will Be Responsible For:
Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.
) Assemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit to appropriate carriers Obtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc.
Maintain and organize office files and documentation All other duties as assigned Pay:
$20/hr - after 90 days, could increase up to $22/hr following review Website:
https:
//senioradvantagegroup.
com/ If you feel like we would be a good fit for each other, apply now! Job Type:
Full-time Pay:
From $20.
00 per hour
Benefits:
Paid time off Schedule:
Day shift Monday to Friday No weekends
Experience:
Administrative:
3 years (Required) Microsoft Office:
3 years (Required) Ability to Commute:
Saint George, UT 84790 (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
7 Saint George, UT Saint George, UT Full-time Full-time From $20 an hour From $20 an hour 15 hours ago 15 hours ago 15 hours ago It is time to explore new challenges in your career.
Senior Advantage Group is an independent, privately-owned, financial services company in St.
George, Utah.
We are looking to add a full-time administrative assistant to our team.
Our Investments in You:
Paid Time Off Paid Holidays Half-day Fridays! The Expertise We're Looking For:
Previous Administrative Experience (Required) Proficiency with Microsoft Office suite (Required) High school degree (Required) Prior Experience Working in Financial Advisory Industry (Preferred) Key Traits of a Successful Administrative Assistant:
Able to communicate verbally and in writing Able to learn and adapt to changes What You Will Be Responsible For:
Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.
) Assemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit to appropriate carriers Obtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc.
Maintain and organize office files and documentation All other duties as assigned Pay:
$20/hr - after 90 days, could increase up to $22/hr following review Website:
https:
//senioradvantagegroup.
com/ If you feel like we would be a good fit for each other, apply now! Job Type:
Full-time Pay:
From $20.
00 per hour
Benefits:
Paid time off Schedule:
Day shift Monday to Friday No weekends
Experience:
Administrative:
3 years (Required) Microsoft Office:
3 years (Required) Ability to Commute:
Saint George, UT 84790 (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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