Job Description

This Is the Role You’ve Been Waiting For—If You Don’t Apply, You Might Miss the Opportunity That Was Meant for You

You’re not here by accident. Maybe you’re ready for more. Maybe you’re tired of just having a job and are ready to build a career.

Maybe you’re looking for something where you’re not just another name on a payroll—but where your work matters, and your growth is valued.

If that sounds like you, keep reading.

This is not your typical Administrative Assistant role. This is a rare opportunity to get in on the ground floor of something special—with a clear path to become the Office Manager of a respected, growing financial firm that’s changing lives every day.

You’ll be the person who keeps everything running smoothly. The one clients trust, advisors rely on, and the office couldn’t function without. And if you’re driven, detail-obsessed, and hungry for leadership? You’ll thrive here.

This is for you if:

• You take pride in being the one who holds it all together—and love being the go-to person for both clients and team members.
• You’re organized, efficient, and quick to take initiative before anyone even has to ask.
• You want more than just a job—you want to grow into a leadership role where you can make a real impact.
• You care about people. You’re warm, professional, and thrive in a client-facing role.
• You’re not afraid of handling sensitive paperwork, managing systems, and keeping operations tight and compliant.

You’ll be responsible for:

• Being the welcoming face and voice for clients—on the phone and in person.
• Managing scheduling, communications, and calendar coordination.
• Supporting financial advisors with paperwork, data entry, and compliance documentation.
• Keeping everything organized—physically, digitally, and operationally.
• Ensuring the office runs like a well-oiled machine.

You should have:

• 2+ years of admin, office support, or client service experience (bonus if it’s in financial services, but not required).
• Great communication skills—written, spoken, and in between.
• Mastery of organization, follow-up, and attention to detail.
• Comfort with Microsoft Office and a knack for learning new systems quickly.
• A desire to grow into a leadership role and take ownership over time.

Why this role stands out:

This isn’t a dead-end admin job. This is a career launchpad inside a respected and growing firm—Stauffer Retirement Planning in South Jordan, Utah—where the focus is helping real people plan for their future with confidence. You’ll be part of a mission that matters, surrounded by people who care deeply about what they do.

What’s in it for you:

• Competitive compensation
• 401(k) with employer contributions
• PTO and work-life balance
• A long-term path to grow into an Office Manager role
• A team that sees your potential and wants to help you reach it

You didn’t find this job post by mistake.

If you’re still reading, you already know this might be the one. And if you don’t act, someone else will.

This is your chance. Apply now—and let’s talk about what your future could look like.

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