Administrative Assistant & Client Care Associate

Administrative Assistant & Client Care Associate Interwise Holladay, UT Job Details Full-time $17 - $20 an hour 11 hours ago Benefits Health insurance 401(k) Paid time off Qualifications Customer communication Interpersonal skills Administrative experience Attention to detail Organizational skills Office experience Full Job Description Job Posting Overview Interwise is looking for a highly organized and motivated Administrative Assistant & Client Care Associate for client services and assist with many aspects of our business model. Our firm delivers holistic financial planning to our clients by combining in-house expertise in strategic tax planning, wealth management, and financial strategy for a wide variety of clients facing complex financial situations. Our Wealth Management RIA manages over $100M of investment assets, and our affiliated CPA Firm administers proactive tax strategy and prepares a wide variety of tax returns. The ideal candidate is motivated, professional, and personable. You must also have a strong grasp of customer services skills as well as work in a professional manner, multi-task between several tasks and projects while maintaining a cheerful demeanor and be a team player (with our current great team) for a growing small business. Because our office provides full-service financial services to our clients you must be able to coordinate between the different branches of our business to provide a seamless, personalized, and excellent customer service experience for each client. Responsibilities

• Generate, process, and maintain client paperwork for all aspects of our business including tax documents, financial statements, investments, account maintenance, financial & estate planning, and all other client needs.
• Prepare documents & reports for client meetings, trips, and seminars.
• Maintains client database & records.
• Organizing and manipulating data in Excel.
• Data entry and general office organization.
• Understands and adheres to the industry compliance rules & regulations.
• Maintains and processes the corresponding records and paperwork according to these regulations.
• Coordinates with IT professionals for computer maintenance.
• Assists with updating marketing materials for the office, supports office functions in a fast-paced environment including ordering office supplies and equipment.
• Sends, receives, and processes mail.
• Other special projects as assigned.

Desired Skills and Experience Professional work experience in an administrative assistant or customer service role Demonstrated passion and ability to multitask and work on different projects all at once Excellent interpersonal skills Extreme attention to detail Excellent verbal and written communication skills Strong organizational skills, detail-oriented, and ability to handle multiple and ever-changing priorities

• Friendly, easy to work with, willing to do necessary tasks, responds quickly to client's needs
• Due to Financial Industry Regulations and the nature of this job, a background check is required for all applicants.

Job Type:

Full-time Pay:

$17.00 - $20.00 per hour

Benefits:

401(k) Health insurance Paid time off Shift availability: Day Shift (Required) Ability to

Commute:

Holladay, UT 84121 (Required) Ability to

Relocate:

Holladay, UT 84121: Relocate before starting work (Required)

Work Location:

In person