Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Gateway Financial, a financial services firm in Lehi, UT, has an opening for an Administrative Assistant. And this is far more than just another job opportunity!
Now, you’re probably wondering a little more about what we need, so here it is:
· Prior Administrative Experience (Required)
· Proficiency with Microsoft Office suite (Required)
· High school degree (Required)
· Prior Experience Working in Financial Advisory Industry (Preferred)
· Ability to communicate verbally and in writing
· Ability to learn and adapt to changes
Want some more specifics? If you join the Gateway Financial team, here’s what you’ll be doing:
· Answer incoming calls & transfer all calls to the appropriate personnel
· Set and confirm calendar appointments
· Schedule follow-up appointments as needed
· Assist with coordination and execution of marketing campaigns and events
· Greet consumers on the phone and in person with a warm and welcoming approach
· Communicate with consumers on behalf of financial advisor and firm
· Enter new prospects and potential prospects from 3rd party marketing vendor into CRM system
· Upload client documents into CRM system for review
· Assemble meeting preparation documents pertaining to the client/prospect, client review, trust and policy deliveries
· Follow up with the client and Financial Advisor(s) during the entire sales cycle. Including but not limited to, meeting follow up emails and phone correspondence, process documentation, etc.
· Track prospect-to-client process
· Build strong, meaningful relationships with clients
· Client callouts (birthdays and anniversaries recognitions to clients)
· Preparation and delivery of client birthday/anniversary recognition and appreciation letters and gifts
· Set up vault access for client use
· Follow-up with insurance companies and Gradient new business
· Track application process and new account funding & set-up
· Perform other clerical duties such as filing, photocopying, collating, faxing etc.
· Maintain and organize office files and documentation
· All other duties as assigned
Benefits:
· Paid Time Off
· Lunch compensated each day
Pay: $18-20/hr
Check out our website: https://gatewayfinancialplanning.com/
Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
Schedule:
- Day shift
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- Administrative: 3 years (Required)
Ability to Commute:
- Lehi, UT 84043 (Required)
Ability to Relocate:
- Lehi, UT 84043: Relocate before starting work (Required)
Work Location: In person