The Client Relations Office Assistant is a full-time position responsible for building connections and trust with clients and managing the office. The Office Assistant role is a 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:
Prep documents for client appointments
Screen inbound calls
Attend weekly meetings at Corporate office in Lehi
Attending all company events and seminars
Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)
Minimum of 1-year experience in customer service
Minimum of 1-year experience in professional office setting
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