Job Overview:
This role partners with financial advisors to service client retirement and distribution plans. Responsibilities include calculating annual returns, preparing distribution schedules, updating client records, and processing required documentation with a high level of accuracy and professionalism.
Education:
Bachelor's Degree preferred but not required
Knowledge:
Clerical - Knowledge of administrative and clerical procedures and systems such as word processing and excel, managing files and records, transcription, designing forms, and other office procedures and terminology.
Customer Service - Knowledge of principles and processes for providing high level customer services, especially professionalism. This includes assessment of customer needs, meeting and/or exceeding quality standards for services, and evaluation of customer satisfaction.
English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources.
Mathematics – Understanding of financial projections and time value of money.
Skills:
Basic Skills
- Microsoft Excel – Must be able to work with complex spreadsheets.
- Client distribution processing.
- Financial data analysis.
- Workflow tracking & deadlines.
- Cross-team communication.
- Active Learning- Understanding the implications of new information for both current and future problem-solving and decision-making.
- Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Learning Strategies- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
- Mathematics - Using mathematics to solve problems.
- Reading Comprehension- Understanding written sentences and paragraphs in work related documents.
- Speaking- Talking to others to convey information clearly.
- Writing- Communicating effectively and professionally in writing as appropriate for the needs of the audience.
Social Skills
- Coordination- Adjusting actions in relation to others' actions.
- Negotiation- Bringing others together and trying to reconcile differences.
- Persuasion- Persuading others to change their minds or behavior.
- Service Orientation- Actively looking for ways to help people.
- Social Perceptiveness- Being aware of others' reactions and understanding why they react as they do.
Complex Problem-Solving Skills
- Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Communication
- Contact with Others
- Electronic Mail
- Letters and Memos
- Telephone
Tasks
- Meet monthly and weekly goals and deadlines for the department.
- Make any necessary changes to client’s retirement plans
- Create necessary paperwork and ensure accuracy of deliverables
Other tasks and duties as needed.
Job Type: Full-time
Pay: $60,000.00 - $68,000.00 per year
Benefits:
- 401(k)
- 401(k) 3% Match
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Prescription drug insurance
- Professional development assistance
- Vision insurance
Experience:
- Microsoft Office: 1 year (Preferred)
Ability to Commute:
Ability to Relocate:
- Lehi, UT: Relocate before starting work (Preferred)
Work Location: In person
