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Lunt Capital Management, an SEC registered investment advisor (RIA), designs and manages institutional-style investment portfolios for individual clients, organizations, and retirement plans (no insurance products). Lunt Capital is seeking a service-oriented team member to fulfill the important role of Sr. Admin Assistant. Job functions include: ??? Provide outstanding service, responsiveness, and accountability for client requests ??? Lead and execute critical back-office functions ??? Client on-boarding ??? open accounts, establish online access, maintain legal agreements and required paperwork ??? Client meetings ??? schedule meetings and events, prepare appropriate reports and materials from templates, capture and track action items from meetings ??? Client communications ??? prepare and distribute quarterly investment analyses, monthly newsletters, weekly webinars ??? Management fees ??? assist with quarterly fee process, track cash flows ??? Portfolio changes ??? participate in change process through set-up and reconciliation ??? Assist executives in all operational and back-office functions as assigned Work Hours: Monday-Friday, 8:00am-4:30pm. Business travel not required Location: Downtown Salt Lake City Flexible benefits package including health/dental/vision, paid vacation, holidays, etc.
Relocation costs may be covered.
Successful candidates will demonstrate: ??? Professionalism in communication, appearance, and demeanor ??? Acute attention to details and strong organizational skills ??? Ability to multi-task and thrive in a fast-paced, time-sensitive environment ??? Excellent customer service skills and proficiency exceeding the expectations of private clients ??? Task/process-oriented and performance-driven ??? Exceptional communication skills (in writing, by phone, and in person) ??? A strong work ethic and proven self-starter ??? Experience Requirement: 3+ years work experience in back-office operations is strongly preferred ??? Education Requirement: Bachelor???s degree preferred
Please submit your resume to Lunt Capital Human Resources via e-mail at HR@LuntCapital.com.
Include job code 639236 in the e-mail subject line.
No phone calls or office visits please.