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Receptionist / Administrative Assistant

Company: Divergent Wealth
Location: South Jordan
Posted on: June 6, 2021

Job Description:

Job Description Job Description: As the Receptionist / Administrative Assistant, you will be the face of Divergent Wealth, responsible for leaving an invaluable first impression on all our clients and prospects. Your primary responsibilities will be to answer phones, schedule appointments, and greet clients. Between clients, you will assist our administrative team and advisers with both day-to-day responsibilities and one-of-a-kind projects, giving every task a white glove treatment. Professional, friendly, and detail-oriented, you will be a central part of our teams success.

Job Responsibilities: Reception: Answer and direct phone calls Greet in-office clients Prepare, receive, and distribute mail Schedule and confirm client appointments and manage calendar Direct vendor and wholesaler inquiries Maintain inventory of office and breakroom supplies Assist with employee recognition and planning company events Design and order holiday cards, business cards, brochures, etc. Maintain a professional and pleasant office environment

Administrative: Prepare reports and paperwork for scheduled appointments Document and update client records electronically Scan and organize files Generate and send tax forms to CPAs as requested Assist administrative staff and financial advisors with projects as requested Keep impeccable notes on assigned tasks and projects

Qualifications: High school diploma or equivalent 1+ year administrative or customer service experience Financial industry experience strongly preferred Proficient in MS Office; advanced Excel skills a plus Strong interpersonal skills Strong record keeping skills Strong attention to detail Ability to multi-task, prioritize, and manage deadlines Experience working with high level of confidentiality

Job Specifics: Full Time, 8:00 AM 4:30 PM, M-F $15 - $17/hour South Jordan, UT

What We Offer: Medical coverage 401(k) with matching Paid Time Off (PTO) Paid market holidays Stocked drinks Financial planning and investment management Team events Company Description The financial industry has traditionally been stuffy, stodgy, and archaic. It's riddled with advisers who struggle to provide tangible transparent value. Divergent Wealth was created to change all that, to set a new standard for financial planning, and to re-define the client/adviser experience. We are a fee-based fiduciary Registered Investment Advisor (RIA), committed to our clients needs and financial success. Our team is made up of experts in each of the wealth management disciplines and we have extensive experience serving a sophisticated clientele. We are lifetime financial advocates and partners.

Keywords: Divergent Wealth, South Jordan , Receptionist / Administrative Assistant, Other , South Jordan, Utah

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