200+ applicantsPosted by Agency
Advisor Employee Services ยท 4 days ago
Office Administrator
Provo, UT
Full-time
Onsite
Entry Level
$22/hr - $24/hr
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Insider Connection @Advisor Employee Services
Responsibilities
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Qualification
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Required
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience, preferred
Preferred
Bachelor's Degree preferred, but not required
Benefits
Health Benefit allowance
Holiday Pay
Simple IRA
Clothing Budget
Company
Advisor Employee Services
Advisor Employee Services staffing and consulting firm that recruits talents carefully for the right financial companies.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
