Customer Service Representative

Job Description

Administrative Assistant

Salt Lake City, UT

$23.00 hr. to $25.00 hr.

Monday- Friday 8 : 30 am to 5 : 00 pm

As a leading financial advisory firm renowned for our personalized approach to wealth management, we are dedicated to understanding each client’s unique financial goals and aspirations.

We provide tailored solutions to help individuals and families achieve long-term financial success. Led by a team of seasoned professionals with extensive experience in financial planning, investment management, and retirement strategies, we offer comprehensive services aimed at optimizing wealth accumulation and preservation.

We strive to maximize returns while mitigating risk for our clients. We are transparent, honest, and place the highest priority on client service.

We have earned a reputation as a trusted partner in navigating the complexities of wealth management.

We're on the lookout for a motivated professional to take charge of front desk operations and additional administrative tasks as needed.

In this role, you’ll deliver exceptional customer service to clients, and provide invaluable support in various administrative tasks.

If you thrive in a fast-paced environment and enjoy making a positive impact, this role is perfect for you. Come be a part of our team and contribute to the seamless functioning of our office and client management operations!

Responsibilities :

• Welcome clients with warmth and professionalism, ensuring a hospitable environment by offering refreshments from our coffee bar to enhance their experience.
• Address inquiries from clients regarding services, facilities, and general information, providing accurate and helpful responses to meet their needs.
• Manage incoming calls efficiently directing calls to the appropriate personnel and taking detailed messages when necessary.
• Handle the organization of incoming and outgoing mail and packages, overseeing sorting, distribution, and timely delivery to ensure seamless operations.
• Assist financial advisors with various administrative tasks such as scheduling appointments, preparing documents, and meticulously maintaining client records.
• Conduct routine inventory checks and promptly reorder office supplies as necessary to uphold smooth day-to-day operations.
• Contribute to social media management efforts by creating engaging content, scheduling posts, and actively interacting with online communities to foster a vibrant online presence.

Skills and Experience Required :

• Prior experience in a receptionist or administrative role is preferred.
• Exceptional interpersonal and communication skills, both written and verbal, are essential for effective interaction with clients, and team members.
• Strong organizational abilities are crucial, with a proven ability to multitask and prioritize tasks efficiently to meet deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is necessary, along with familiarity with standard office equipment.
• Demonstrated capability to maintain confidentiality and handle sensitive information with the utmost discretion.
• A positive attitude, professional demeanor, and dedication to delivering outstanding customer service are non-negotiable traits.
• Flexibility is key, as the role requires adapting to changing priorities and working effectively in a dynamic, fast-paced environment.
• Knowledge of social media platforms and basic marketing principles is advantageous.

Perks and Benefits :

• We offer a competitive salary tailored to your experience and qualifications.
• After one year of employment, you'll be eligible to enroll in our 401(k) retirement savings plan.
• Enjoy accrued vacation time, empowering you to maintain a healthy work-life balance.
• Take advantage of professional development opportunities to enhance your skills and grow within the company.
• Enjoy periodic staff lunches and participate in client events for added camaraderie and networking opportunities.
• Thrive in a diverse work environment where every team member is valued and respected.
• Join a team of compassionate individuals where you're not just an employee, but an essential part of our close-knit work family.

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class.

All applicants applying for U.S. job openings must be authorized to work in the United States.

INDPTS