Client Relations & Office Manager

B.O.S.S. Retirement Solutions; Cottonwood Heights (UT); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Bonus potential

Job summary

B.O.S.S. Retirement Solutions in Cottonwood Heights, UT seeks an Office Administrator for a full‑time, in‑office role to support Advisors and manage daily operations.

The position emphasizes building trust with clients, high organizational standards, and adaptability as the business grows. Responsibilities include preparing documents for client appointments, screening inbound calls, and participating in weekly and monthly Zoom meetings.

Qualifications

• Bachelor’s degree preferred; in lieu of degree, 4 years of relevant office experience accepted.
• Minimum 2 years in customer service.
• Minimum 1 year in a professional office setting.
• Proficient in Microsoft Word and Database Management; basic familiarity with Windows and Mac OS.

Responsibilities

• Prep documents for client appointments.
• Screen inbound calls.
• Attend weekly and monthly meetings via Zoom.

Skills

Customer service

Time management

Office administration

Education

Bachelor’s degree preferred

4 years relevant office experience in lieu of degree

Tools

Microsoft Word

Database Management

Windows & Mac OS

Job description

B.O.S.S. Retirement Solutions in Cottonwood Heights, UT seeks an Office Administrator for a full‑time, in‑office role to support Advisors and manage daily operations.

The position emphasizes building trust with clients, high organizational standards, and adaptability as the business grows. Responsibilities include preparing documents for client appointments, screening inbound calls, and participating in weekly and monthly Zoom meetings.