Office Manager

Small, casual, professional, convenient location off Foothill Blvd/Parley’s Way

Office Manager for small financial services firm conveniently located off Foothill Blvd and Parleys Way.  Four financial professionals in casual business services/financial services firm need someone to handle front office and back office administrative duties and make sure things get done on-time and accurately. Oversee day-to-day office activities as main point of contact and keep management informed regularly. Provide administrative support as needed, including scheduling appointments, meetings, and events, booking travel, maintaining file systems, maintaining compliance records and deadlines.  Ability to maintain confidentiality of company information.

Duties include:

• accounts payable
• compliance details are communicated to staff and deadlines met
• financial trainings current and complete
• oversight including paperwork and application deadlines for required national training deadliness are accurately completed on time
• all compliance records, training and information are current, accurate, and dues paid on time.
• responsible to ensure compliance implementation and training are current and implemented as required by law
• MS Word and Excel.
• Good communication and telephone skills
• BS degree preferred and 5 years previous office management experience.
• Will serve as ‘ground zero’ for this boutique financial services and will run the office. Will also serve as Executive Assistant to CEO.
• Must have good personality and enjoy running a small office.

The Office Manager does NOT need any financial certifications or licensing.

Hours: Monday – Friday with free indoor parking and easy access to professional office building.  Location is minutes away from shopping, restaurants, the University of Utah and Westminster University.

Hours can be 8-4 or 9-5 (flexible). Once candidate is comfortable with role and has position requirements learned and office running smoothly, experienced candidate can work 3-4 days each week (ie, during summer). This position does not require previous financial service background, licensing, financial sales or client solutions.  However superb inner-office communication, professional management skills, accuracy, details, deadlines, and adherence to all required industry timelines required.

Base $55k-$60k plus benefits and potential revenue sharing opportunity.

To apply send resume to [email protected]