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for Individual Investors

Administrative Assistant
Salt Lake City, UT
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Job Summary:

The Administrative Assistant working primarily in engagement coordination is a high-impact role that requires a strong sense of responsibility and a keen eye for detail. Your ability to communicate effectively with leaders and other employees and your strong organizational skills are essential to this position. If you meet our qualifications and are looking for an opportunity to build your career within the Investment Management Industry, we want to talk to you!


Duties and Responsibilities:

  •  Exercise discretion and judgment in resolving complex administration issues
  • Read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
  • Write reports, business correspondence, and procedure manuals.
  • An inclination toward investments would be a good fit for this dynamic administrative role.
  • Respond to inquiries from clients, attorneys, CPAs, in a timely manner



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