Office Manager

Office Manager B.O.S.S. Retirement Solutions Gilbert, AZ Job Details Full-time $43,000 - $45,000 a year 1 day ago Benefits Health insurance Dental insurance Paid time off Vision insurance Life insurance Referral program Qualifications Microsoft Word Microsoft Excel Customer service iOS Windows Databases Administrative experience Database management Office management Appointment scheduling Office experience Full Job Description B.O.S.S. Retirement Solutions is a fast-paced, full service financial firm that is focused on retirement planning. We have a winning culture and great team environment. We currently have offices in Lehi, Cottonwood Heights, Bountiful, Ogden, South Jordan, and Provo, Utah, Meridian, Idaho, and Lynnwood Washington. We are looking for a positive, motivated person to join our Office Administrator team! The office administrators are responsible for building connections and trust with clients and managing the office. This role is vital to the success of the business and providing support to the Advisors in the office. This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change. Responsibilities include but are not limited to:

• Greeting clients
• Prep documents for client appointments
• Screen inbound calls
• Calendar Management
• Appointment Confirmation/follow-up
• Track and Order Supplies
• Attend weekly zoom meetings
• Help prepare and attend workshops 4 times a month
• This position will also require you to obtain your state notary

Minimum Qualifications:

• Bachelor's degree preferred (in lieu of degree must have 4 years of relevant office experience)
• Minimum of 1-year experience in customer service
• Minimum of 1-year experience in professional office setting
• Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

Monday-Friday 8:30 am- 5:30 pm (A few evening events a month 4:00-9:00 Tues, Wed, or Thurs)

Job Type:

Full-time Pay:

$43,000.00 - $45,000.00 per year

Benefits:

Dental insurance Health insurance Life insurance Paid time off Referral program Vision insurance

Experience:

Customer service: 2 years (Preferred) Administrative experience: 1 year (Preferred)

Work Location:

In person