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Administrative Assistant

Company: PrincePerelson and Associates
Location: West Jordan
Posted on: June 10, 2021

Job Description:

Administrative Assistant

Cottonwood Heights, UT

$40-55K DOE

Our client in the Financial Services industry is growing and looking to add a Administrative Assistant to their team. Ideal candidates will have prior administrative or client services support experience, preferably in financial services or similar industry. This is an excellent opportunity to get your foot in the door with a growing company with lots of opportunities for professional growth.

What will the Administrative Assistant be doing?

Managing calendars for the Client Services team Booking meetings and other appointments Booking travel accommodations Assisting with client onboarding Planning client retreats and events Following up with clients and team on any action items Sending out login information and welcome letters Sending out reminders for important events Entering client data into the CRM and other systems Answering and directing incoming calls Managing office supplies and inventory Organizing catering and luncheons Assisting with gifting and marketing materials Some light personal assisting duties Other projects and duties as assigned

What is required to apply?

Associates Degree or higher 2+ years of office/admin support experience Great with computer systems, Microsoft Office Suite Experience with Salesforce, eMoney, Black Diamond or Fidelity a huge plus Prior experience in wealth management or financial services a huge plus Strong attention to detail High level of organization Ability to keep on task and meet deadlines Ability to maintain a high level of professionalism Excellent written and verbal communication skills Willingness to adapt to changing business needs


Benefits package PTO and paid holidays 401(k) w/company match Lots of room for professional growth Small professional office setting

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.

Keywords: PrincePerelson and Associates, West Jordan , Administrative Assistant, Other , West Jordan, Utah

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