Administrative Assistant

About the JobAre you meticulous, proactive, and passionate about helping clients achieve financialsuccess? If you enjoy supporting a dynamic team, solving problems, and contributing to anexcellent client experience, come work with PROFi! We want you to use your administrativeand organizational skills to support our growing financial planning firm.PROFi is a client-focused financial advisory firm dedicated to delivering tailoredinvestment and financial planning solutions. Our team works closely with individuals andfamilies to help them achieve their financial goals with confidence. We believe in providingoutstanding service, fostering strong client relationships, and maintaining the higheststandards of professionalism and confidentiality.We are seeking a skilled and detail-oriented professional to join our team as anAdministrative Assistant. In this role, you'll assist Financial Advisors who are dedicated toexcellence in client service. You'll be responsible for a range of administrative, operational,and client support tasks that ensure the smooth operation of our business and provide abest-in-class experience for our clients.This is a full-time, in-office role located in Orem, Utah.Frequently Asked QuestionsWhat is a day in the life of an Administrative Assistant?• Open new accounts and manage documentation requirements using DocuSign• Follow up on securities transactions and process money transfers using WealthboxCRM and other financial programs• Handle incoming and outgoing client communications (calls, texts, emails)• Meet and greet clients and visitors to the office• Foster and support client relationships through proactive communication andproblem-solving• Maintain physical and online filing systems using Google Drive• Create and modify documents using Microsoft Office (Word, Excel, PowerPoint)• Prepare financial and statistical reports using Excel or Sheets• Support staff in assigned project work and general clerical duties (photocopying,mailing, shipping)• Arrange and participate in meetings, conferences, and project team activities• Ensure adherence to company policies and procedures• Assume other administrative and office management duties as assignedWhat will I need to thrive in this role?• Bachelor's degree or equivalent work experience• 2+ years of experience as an administrative/operations role, preferably in a financialservices firm or in a compliance role• Strong clerical knowledge including file management, document preparation, andoffice procedures• Exceptional oral and written communication skills• Excellent follow-up and follow-through capabilities• High level of organization, attention to detail, and ability to multitask• Strong problem-solving and time management skills; ability to prioritize effectively• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Windows-basedsoftware• Familiarity with document management tools like Nitro and Adobe• Familiarity with CRM systems such as Schwab, Wealthbox, or similar (preferred)• Understanding of investment business, products, or services (preferred)• Professional, positive demeanor and appearance; personable and approachable• High degree of confidentiality and discretion• Self-motivated and able to work independently and collaborativelyWhat does high performance look like?• Timely and accurate processing of client requests and account operations• Proactive identification of potential administrative issues and prompt resolution• Effective communication with clients, advisors, and team members• Consistent contribution to building and improving office operations and client-service processes• Maintenance of highly organized and up-to-date records and documentationWhat is the team like?You will work closely with Financial Advisors and other administrative professionals toprovide seamless service to our clients. Our team values collaboration, accountability, andinitiative. We work together to ensure clients receive the highest level of support and care.Your input and ideas will be welcomed as we continually look for ways to improve how weoperate and serve our clients.Sounds great! What's the company culture?We are looking for individuals who are:• Client Champions - You prioritize clients' needs, proactively support them, andcreate a welcoming and positive experience.• Detail Fanatics - You have a sharp eye for accuracy and take pride in meticulouswork and organized systems.• Problem Solvers - You approach challenges with creativity, initiative, and soundjudgment, helping clients and team members alike.• Team Players - You support your colleagues, communicate openly, and contributeto a positive and collaborative work environment.What is the hiring process?• Initial phone interview with our hiring team• In-person interview with Financial Advisors and staff• Professional reference checks• OfferHow can I stand out as an applicant?• Be prepared to talk about specific administrative accomplishments and how yousupported financial advisors or clients• Demonstrate your attention to detail and ability to manage multiple tasks effectively• Highlight any experience in the financial services industry or with CRM and reportingtools• Share examples of how you provided exceptional client service and contributed toteam successWhy should I work at PROFi?PROFi offers the opportunity to make a meaningful impact in clients' financial lives. You'llwork alongside experienced advisors and supportive colleagues in a collaborative andprofessional environment. We value work-life balance, professional growth, and fosteringstrong relationships "” both with our clients and our team.Our benefits include:• Competitive pay• Paid time off and holidays• Retirement plan options• Professional development opportunities• Supportive, team-oriented culture

Created: 2025-05-08