Service Assistant

Cbutah; Provo (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Paid time off

Paid holidays

401K/profit sharing

Health Savings Account

Flexible Spending Account

Job summary

Cbutah in Provo, Utah is seeking an administrative assistant to support Real Estate and Lending teams. You will manage client communications, process documents, and balance accounts. The role emphasizes high attention to detail, multi-tasking, and strong customer service with professional correspondence.

Schedule is Mon-Thu 8:00 am to 5:00 pm, Fri 8:00 am to 6:00 pm. Experience in Real Estate or lending is preferred; HS diploma required; benefits include health insurance, paid time off,

Qualifications

• High School diploma required.
• 1-2 years in administrative support, Real Estate or Lending.
• Basic knowledge of Word, Excel, Ten Key and Outlook.
• Strong customer service and professional communication.
• Ability to multi-task and meet deadlines with accuracy.

Responsibilities

• Assist clients and employees with requests via phone and email.
• Process and review client account paperwork and balances.
• Balance accounts and track transactions accurately.
• Manage scheduling and general correspondence.
• Support in-person and remote client communications as needed.
• Handle high-volume calls and prioritize deadlines.

Skills

Customer service

Data entry

Microsoft Word

Microsoft Excel

Outlook

Ten Key

Organization

Attention to detail

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Ten Key

Job description

Schedule: Monday - Thursday 8:00 am to 5:00 pm

Friday 8:00 am to 6:00 pm

Requirements

• High School graduation or equivalent.
• 1-2 years of experience in a supportive or administrative position, in Real Estate, and Lending.
• Basic knowledge of Microsoft Word, Excel, Ten Key, and Outlook software and must have proficient keyboarding skills.
• Basic knowledge of accounting or finance practices, including balancing.
• Must be reliable, organized, and have the ability to prioritize effectively, be task oriented, have an exceptional work ethic, extreme attention to detail, and perform duties timely and with integrity.
• Can timely assist clients and employees with a variety of similar yet differing requests. Must possess strong customer service skills in all forms of correspondence and provide the highest level of professionalism through clear and positive communication. Capable of building relationships with clients and bank employees.
• Adhere to a high level of customer service standards, policies and procedures, and code of ethics.
• Provide and build a positive work environment.
• The ability to handle excessive phone calls, a large differing workflow as well as the ability to prioritize and meet deadlines, and effectively multi-task at times of mounting pressures.
• Capable of quick paced learning and retention, have problem solving skills and be attentive to detail.
• Some basic knowledge of one or more items listed is preferred in: Investing, Real Estate including experience with title companies, LLC's, Privately Held Stock (Non- Publicly Traded), Promissory Note Lending, and Business Letter Writing,

Description of Duties

Working with client requests Purchase and sell of client account assets

Account balancing Revieing all paperwork for client transactions

Multi-tasking Phone and email correspondence

Assist clients in person and by phone Return and process mail

Track and process account updates Other duties as needed

Various client communication regarding documentation and account updates

Compensation is negotiable based on experience and qualifications. Benefits include insurance (medical, dental, life), paid time off, paid legal holidays, 401K/profit sharing, Health Savings Account (HSA), Flexible Spending Account (FSA).

For Internal Transfers

Interested employees should complete an interview request form, available on TED, and return it to Rusty Reid.

Lori Pullan will be interviewing for this position.