JOB DESCRIPTION

Reporting directly to the Managing Partners and Client Service Director, the Wealth Management Assistant/Receptionist is an important part of the team as this role supports both client services efforts and operational tasks. You will assist in maintaining a professional office environment as a primary point of contact for clients, while also functioning as a versatile support resource for the team through data entry, meeting prep, and general office support as needed.

PRIMARY DUTIES AND RESPONSIBILITIES

Professionally interact with clients and guests in a friendly manner, including greeting clients and guests, answering the phone, setting up appointments and directing clients to leadership for service Assist in client service-related operations such as maintaining and creating various client-related tracking excels, and following established organizational procedures Thorough research and detailed reporting on industry and investment topics as assigned Assist in appointment preparation for upcoming client appointments Serve as back-up support as needed in preparing reports, folders, and visual models for upcoming client appointments to ensure the Managing Partners are fully briefed Work with the team in office maintenance and other administrative tasks as needed

DESIRED SKILLS AND EDUCATION

Reliability:

A proactive worker who takes ownership of the front desk and holds themselves accountable for office-wide support

Client-First Mentality :

Exceptional oral and written communication skills with a natural talent for customer service

Detail Oriented:

Attention to detail with an emphasis on accuracy

Adaptability:

Willingness to pivot between greeting a client and performing detailed administrative tasks or research Desire to learn and willingness to ask questions-an interest in private wealth management is welcome

SCHEDULE AND COMPENSATION

Monday, Tuesday, Wednesday, Thursday & Friday-20 Hours/Week 1:00 pm-5:00 pm Compensation

TBD APPLICATION INSTRUCTIONS

Apply through indeed.com

REQUIRED DISCLOSURE

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member

FINRA/SIPC.

Pay:

From $15.00 per hour

Education:

High school or equivalent (Required)

Location:

Orem, UT 84058 (Required) Shift availability: Day Shift (Required)

Work Location:

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