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Administrative Assistant for Financial Advisor

Company: Sakita Financial Group
Location: Draper
Posted on: November 25, 2022

Job Description:

Administrative Assistant Financial Advisor Support, Great Pay, Minimal Experience RequiredWe are a growing Wealth Advisory Firm based in Draper, UT that offers its employees great work experience, high autonomy, friendly company culture, and many career opportunities.*The Company: *Sakita Financial Group specializes in advising small to midsized business. We are a locally owned and managed Utah company, servicing clients in over 40 states. Our mission is to provide our clients with financial security and help them achieve their business and personal goals. Our small, intimate team works closely together to create value for our clients through several different avenues. We value our employees, and their best interest comes first as we continue to grow and achieve company objectives.*The Position: * Were looking for an assistant to help support the main advisors and owners of the business in daily tasks. They will manage and attend to many client requests and scheduling needs; build and create deliverables for the Advisor; and help continue to build internal processes. We need someone who is self-motivated and capable of doing critical thinking and problem solving along the way.* Full-time position* Remote position available* $18-$22 per hour* Full Benefits* Contribution match retirement account (eligible after 1 year)* Complimentary tax prep and retirement planning services*Requirements: ** High organization and follow through skills* Basic understanding of accounting and finance* Strong people and communication skills* College education preferred but not required* 3-5 years customer service experience*Responsibilities and Duties: ** Scheduling and Calendar Management* Client Onboarding and Client Liaison* Client account deliverables and meeting preparation*Why Should You Apply?** High hourly pay* Low Education Requirements* Great work experience and internal training* Huge career opportunities within the companyJob Type: Full-timePay: $18.00 - $22.00 per hourBenefits:* 401(k)* 401(k) matching* Dental insurance* Employee discount* Flexible schedule* Health insurance* Health savings account* Life insurance* Paid time off* Retirement planSchedule:* 8 hour shift* Monday to FridayCOVID-19 considerations:Remote Work availableAbility to commute/relocate:* Draper, UT 84020: Reliably commute or planning to relocate before starting work (Required)Education:* Associate (Preferred)Experience:* Client Services: 3 years (Required)Work Location: Hybrid remote in Draper, UT 84020

Keywords: Sakita Financial Group, Draper , Administrative Assistant for Financial Advisor, Accounting, Auditing , Draper, Utah

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