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

The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office.The Office Administrator role is vital to the success of the business and providing support to the Advisors of 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:

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

Minimum Qualifications:

• Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)
• Minimum of 2-years’ experience in customer service
• Minimum of 1-year experience in professional office setting
• Proficient in Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

• Must be available to work full-time hours in office: Monday-Friday 8:30-5:30

Pay starts at $43,500 + $500quarter Bonus potential.$5,000 increase in salary after obtaining your Life and Health and another $5,000 increase in salary after obtaining Series 65