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Administrative Assistant - 30 hours a week

Plan 4 Wealth Murray ,UT
  • Expired: over a month ago. Applications are no longer accepted.
Job Description


Our firm needs to add another detail-oriented member to our team. This position requires exceptional professionalism, good time management, organizational skills, a positive attitude, and good communication skills – both verbal and written. The incumbent must be able to work in a fast-paced environment with the ability to juggle and prioritize multiple completing tasks.

Position primary responsibilities:

· Answer and direct incoming phone calls

· Greet clients

· Maintain various logs

· RMDs

· Meeting preparation

· Maintain website utilizing FMG suite

· Electronic client filing and indexing

· Other duties as requested or assigned

We are looking for someone who has these skills and experience.


  • Fluent in English – written and spoken
  • Must be able to pass a background check.
  • Minimum of 5 years administrative office experience.
  • Proactive and able to anticipate needs.
  • Detail-oriented, proven prioritization, organization, and time management skills with accurate results.
  • Strong competency in standard office software applications and internet explorer: Word, Outlook, Excel, and Adobe required.
  • Excellent customer service skills
  • Capable of working in a team environment.
  • Strong ethics: handle responsibilities with integrity and the highest standards of professionalism.
  • Collaborative approach: develop productive working relationships with colleagues and seek input from others as needed to achieve the best result possible.
  • Regular and predictable attendance

Preferred Qualifications

  • CRM Management
  • Website management utilizing FMG Suite
  • Knowledge of life insurance products
  • Knowledge of financial industry

What we offer:

· Consistent schedule: Monday – Friday 9:00 – 3:00 (no nights or weekends)

· Paid holidays

· 401(k) after one year

· 60 hours PTO after one year

· Employer monthly insurance offset

· Employee cafeteria/125 health plan

Plan 4 Wealth


118 W Winchester St
Murray, UT