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Located in Holladay, Utah. 35 years in business, currently expanding, Investment and Financial Planning practice. Take incoming client phone calls place out going calls, set and confirm appointments receive mail, UPS, file Operate CRM and keep updated send out client communications (electronic and paper)
Relocation costs may be covered.
You will be the first person our clients see as they enter our building. Professional appearance / business attire Good phone skills Good communicator Must pass background and drug testing Background in investments helpful but not required Computer skills, word, accounting, basic math skills Must complete task quickly and accurately Self starter, punctual, and attention to detail
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