This listing was posted on ApplicantPro.
New Opportunity - Executive Administrator - 50K to start
Location:
Draper, UT
Description:
If you are looking for an opportunity with a growing company, great leadership and fun co-workers, Trajan Wealth is the company for you. As the Trajan Wealth, Executive Administrator you will be the initial point of contact for prospects, existing clients and our company as well as primary support for the Utah satellite office. You will compliment the advisors in the office and skillfully learn to supplement all other departments. Responsibilities: Manages and acts as the primary point of contact for satellite office. Provides executive level support to executive leadership and advisors. Leads and manages onsite and offsite seminars. Coordinates and schedules all guests appointments Answers all calls for the office. Works with advisors and clients to establish new accounts, processing financial contributions and distributions. Daily workflow updates made to CRM system. Interacts with investment team members for customer service inquiries that can be handled by executive administrator without advisor involvement. Develops relationship with various vendors and property management to support office requirements. Organizes employee events. Provides administrative responsibilities as required. Works with confidential financial information. Is empowered to make independent decisions as required. Interacts with all levels of the organization, as well as, all departments based on administrators work activities. Supports other duties as required. Requirements/Qualifications: Associate degree or related experience. 10-years of executive level administrative support. Office management experience preferred. Proficiency in Microsoft Office Suite required. Sale Force experience a plus. Excellent organizational and analytical skills. Strong verbal and written communication skills. Ability to follow complex written and verbal instructions. Strong problem-solving skills, attention to detail, an ability to work effectively under pressure and within short time constraints, resourcefulness and able to deal with ambiguity, prioritize while multi-tasking and maintain flexibility in the performance of the job responsibilities. Ability to adapt to changing circumstances while continuing to have professional and positive interactions. Flexibility with schedule to attend evening and weekend seminars and adjust to client appointment times. Event coordinating experience a plus. Notary preferred. Compensation Package: Competitive Salary - $50,000 401K with matching component United Healthcare PPO Medical - employee portion paid for by the Company Delta Dental and UHC Vision Life Insurance, Short-Term and Long-Term Disability options available and much more Generous holidays and PTO Come and join a team that is making a difference in their clients' and employees' lives!
Company:
Trajan Wealth
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: New Opportunity - Executive Administrator - 50K to start
New Opportunity - Executive Administrator - 50K to start is a Clerical Executive Administrator Job at Trajan Wealth located in Draper UT. Find other listings like New Opportunity - Executive Administrator - 50K to start by searching Oodle for Clerical Executive Administrator Jobs.
New Opportunity - Executive Administrator - 50K to start is a Clerical Executive Administrator Job at Trajan Wealth located in Draper UT. Find other listings like New Opportunity - Executive Administrator - 50K to start by searching Oodle for Clerical Executive Administrator Jobs.