About the Job
Are you meticulous, proactive, and passionate about helping clients achieve financial
success? If you enjoy supporting a dynamic team, solving problems, and contributing to an
excellent client experience, come work with PROFi. We want you to use your administrative
and organizational skills to support our growing financial planning firm.
PROFi is a client-focused financial advisory firm dedicated to delivering tailored
investment and financial planning solutions. Our team works closely with individuals and
families to help them achieve their financial goals with confidence. We believe in providing
outstanding service, fostering strong client relationships, and maintaining the highest
standards of professionalism and confidentiality.
We are seeking a skilled and detail-oriented professional to join our team as an
Administrative Assistant. In this role, you'll assist Financial Advisors who are dedicated to
excellence 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 a
best-in-class experience for our clients.
This is a full-time, in-office role located in Orem, Utah.
Frequently Asked Questions
What 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 Wealthbox
CRM 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 and
problem-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 assigned
What 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 financial
services firm or in a compliance role
• Strong clerical knowledge including file management, document preparation, and
office 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-based
software
• 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 collaboratively
What 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 documentation
What is the team like?
You will work closely with Financial Advisors and other administrative professionals to
provide seamless service to our clients. Our team values collaboration, accountability, and
initiative. 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 we
operate 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, and
create a welcoming and positive experience.
• Detail Fanatics - You have a sharp eye for accuracy and take pride in meticulous
work and organized systems.
• Problem Solvers - You approach challenges with creativity, initiative, and sound
judgment, helping clients and team members alike.
• Team Players - You support your colleagues, communicate openly, and contribute
to 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
• Offer
How can I stand out as an applicant?
• Be prepared to talk about specific administrative accomplishments and how you
supported 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 reporting
tools
• Share examples of how you provided exceptional client service and contributed to
team success
Why should I work at PROFi?
PROFi offers the opportunity to make a meaningful impact in clients' financial lives. You'll
work alongside experienced advisors and supportive colleagues in a collaborative and
professional environment. We value work-life balance, professional growth, and fostering
strong 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