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Front Office Manager - Provo, UT

Advisor Talent Solutions
  • Provo, Utah
    10 days ago

    Job Description

    Position: Front Office Manager
    Firm: Retirement Solutions
    Location: Provo, UT
     
    Overview:
     
    At Retirement Solutions, we believe everyone deserves to live a fulfilling life, guided by their unique goals, passions, and talents. We accomplish this by designing personalized financial strategies that empower our clients to make the most of their money—and their lives.
     
    Retirement Solutions, located in Provo, UT, is hiring a Front Office Manager. In this highly impactful role, you will own the day-to-day performance, people, organization, and continuous improvement of our Front Office department. This is not a traditional manager-only role. As Front Office Manager, you will lead by example—directly engaging in vital front office functions, collaborating closely with your team, identifying opportunities for process improvement, and ensuring both projects and priorities are driven to completion.
     
    This opportunity is ideal for someone who is looking for more than just a job or a temporary stepping-stone—we are invested in finding someone who is ready to grow with us for years to come and be an integral leader as our organization evolves.
     
    What You’ll Do:
    • Lead, coach, develop, and hold Front Office team members accountable
    • Ensure phones, visitors, scheduling, meeting and office readiness, communications, and other Front Office responsibilities are handled accurately and on time
    • Maintain a welcoming, professional, consistent client and prospect experience
    • Manage Front Office workload, coverage, priorities, delegation, and capacity
    • Identify and solve recurring processes, service, communication, and workflow breakdowns
    • Improve, simplify, standardize, delegate, automate, or eliminate work where appropriate
    • Own Front Office projects and follow them through to completion without requiring repeated leadership follow-up
    • Own Front Office scorecard/KPI review, team meetings, one-on-ones, and improvement priorities
    • Work effectively across departments while maintaining clear ownership and handoffs
    • Make routine Front Office decisions independently and escalate significant issues appropriately
     
    What We’re Looking For:
    • 3+ years’ experience in people management
    • High School Diploma
    • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
    • Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
    • Embraces change and adapts quickly in a dynamic environment
    • Possesses a positive attitude and willingness to learn
    • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
    • Collaborative team player willing to assist others
    • Excellent communication; written and verbal
    • Self-starter who takes initiative and works well independently
    • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
     
     
    Bonus Points:
    • Experience in client-facing operations, office management, service, financial services, healthcare, professional services, retail, or another high-trust environment is preferred
     
     
    What You’ll Get:
     
    Pay & Perks:
    • $70k - $75k/year based on experience
    • Health stipend provided
    • Simple IRA
    • PTO
    • Holiday Pay
     
    Schedule:
    • Onsite: Monday – Thursday, 8:30am – 5:30pm and Friday 8:30am – 3:00pm
    • Occasional evenings required for client events
     
     
    Presented by Advisor Talent Solutions
     
    Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
     
    Learn more about our approach and services at advisortalentsolutions.com             

    Numbers & Facts

    LocationProvo, Utah
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Calendar Managementunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Customer Relationsunmatched
    • Establish Prioritiesunmatched
    • Financial Servicesunmatched
    • Financial Strategyunmatched
    • Follow Throughunmatched
    • Healthcareunmatched
    • High School Diplomaunmatched
    • Leadershipunmatched
    • Microsoft Officeunmatched
    • Multiplatform/Cross-Platformunmatched
    • Office Managementunmatched
    • Operating Systemsunmatched
    • Operations Managementunmatched
    • Organizational Skillsunmatched
    • People Managementunmatched
    • Performance Metricsunmatched
    • Process Improvementunmatched
    • Professional Servicesunmatched
    • Retailunmatched
    • Scorecardingunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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