Office Manager

B.O.S.S. Retirement Solutions; West Valley City (UT); On-site; USD 38,500 - 40,500; Full time

Benefits offered by this job

PTO

Paid Holidays

401K

Health Insurance Contribution

Job summary

A retirement solutions firm in West Valley City is seeking an Office Manager to build connections with clients and manage office operations. This full-time role requires exceptional organizational and time management skills, along with a background in customer service. The ideal candidate will have a Bachelor’s degree or equivalent experience. Compensation includes a base salary of $38,500 with added bonuses and benefits including PTO and health contributions.

Qualifications

• Bachelor’s degree preferred or 4 years relevant office experience.
• 2 years experience in customer service required.
• 1 year experience in a professional office setting required.
• Must be proficient in Excel, Microsoft Word, and basic database management.
• Available to work full-time: Monday-Friday 8:30-5:30.

Responsibilities

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

Skills

Time management

Organizational skills

Customer service

Proficiency in Excel

Proficiency in Microsoft Word

Database management

Education

Bachelor’s degree

Job description

Overview

The Office Manager is a full-time position responsible for building connections and trust with clients and managing the office. The Office Manager 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

• 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 Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.


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

Compensation and Benefits

• Base Salary $38,500 + $2,000 Bonus potential, PTO, Paid Holidays, 401K, Health Insurance Contribution

Details

• Seniority level: Entry level


• Employment type: Full-time


• Job function: Administrative