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    Administrative Assistant/Office - Salt Lake City, UT, United States - Prince Perelson

    Prince Perelson
    Prince Perelson Salt Lake City, UT, United States

    3 days ago

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    Description
    Administrative Assistant
    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'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. Come be a part of our team and contribute to the seamless functioning of our office and client management operations

    Address inquiries from clients regarding services, facilities, and general information, providing accurate and helpful responses to meet their needs.

    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.

    Prior experience in a receptionist or administrative role is preferred.
    Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is necessary, along with familiarity with standard office equipment.
    Knowledge of social media platforms and basic marketing principles is advantageous.
    After one year of employment, you'll be eligible to enroll in our 401(k) retirement savings plan.
    Enjoy periodic staff lunches and participate in client events for added camaraderie and networking opportunities.

    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.

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