CORE Financial is Financial Planning & Investment Advisory firm in Provo, Utah, serving clients along the Wasatch Front and throughout the Western United States.  We use traditional investment and insurance vehicles, along with proprietary planning tools and industry leading technology to help clients plan for and protect their financial futures. We are looking to hire a part-time administrative assistant, with the potential to move to full-time hours.

Administrative Assistant

Contact: Kyle Bigler | 801.377.6126 ext 2 | kyle@corefn.com

RESPONSIBILITIES:

  • Manage appointment schedule
  • Follow-up with clients on various action items
  • Perform service-related tasks for client accounts
  • Prepare all documents and forms in advance of client appointments
  • Update and maintain client information in various software systems and programs
  • Assist in preparing financial projections, investment reports and insurance quotes for clients

SCHEDULE:

  • Monday through Thursday, 5 hours per day – preferably 9:30am – 3pm (with 30 minute lunch).

DESIRED QUALITIES:

  • Outgoing, energetic personality
  • Dependable
  • Self-starter with the ability to be proactive
  • Responsible and task-oriented
  • Ability to write and communicate clearly

ADDITIONAL DETAILS:

  • No experience necessary.  All training will be provided.
  • Competence with Microsoft Word, Excel and Outlook is preferred. 
  • 90-day training wage:
  • Day 1 – 30: $10/hour
  • Day 31 – 60: $11/hour
  • Day 61 – 90: $12/hour
  • Post-training wage: $12.50/hour
  • Opportunity to immediately increase pay scale by obtaining insurance license (at our expense)
  • Very flexible with time off, including potential to schedule ‘work from home’ days
  • Looking to hire someone with the ability to maintain this position and schedule for a minimum of 3 – 5 years, with accompanying growth in pay and/or hours and/or position.