Office Administrator Jobs

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The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office.The Office Administrator role is vital to the success of the business and providing support to the Advisors of the office.This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

Responsibilities include but are not limited to:

• Greeting clients
• Attend dinner workshops twice a month
• Screen inbound calls
• Calendar Management
• Tracking/ordering supplies
• Appointment Confirmation/follow-up
• Prep documents for client appointments
• Attend meetings via zoom with Corporate office

Minimum Qualifications:

• Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
• Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm with two dinner workshops a month
• Minimum of 1-year experience in professional office setting
• Minimum of 1-year experience in customer service
• Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)

Salary: $38,500/year + Bonuses

Overview:

B.O.S.S. Retirement Solutions is a fast-paced, full service financial firm that is focused on retirement planning.We have a winning culture and great team environment.B.O.S.S. Retirement Solutions has been on the Inc. 5000 list for 5 years in a row and recently earned Best of State in 2019,2020, and 2021 in Utah for Retirement planning and Investment Advisory Services.

We currently have offices in Lehi, Cottonwood Heights, Bountiful, Ogden, South Jordan, and Provo, Utah and are excited to be expanding to Idaho!

Equal Opportunity Employer M/F/D/V