Sales Operations Specialist jobs in Lehi, UT

• Organizational Excellence: Maintain accurate and up-to-date records of investment transactions, client interactions, and portfolio performance. Ensure the timely and precise filing of all relevant documents to enhance transparency and client trust.
• Detail-Oriented Approach: Conduct thorough research and analysis to assist our planners in making informed investment decisions that align with our clients's financial goals. Review and prepare investment proposals, financial statements, and market trends with meticulous attention to detail, identifying potential risks and opportunities that impact our clients.
• Proactive Contribution: Anticipate the needs of the investment team and take the initiative to streamline processes, improve workflows, and enhance efficiency—all with a focus on delivering a seamless and exceptional experience for our clients.
• Decisive Decision-Making: Collaborate with investment professionals to evaluate investment opportunities and present well-researched recommendations that align with our clients' unique needs. Participate in discussions, offering valuable insights that contribute to making informed and client-centered decisions.
• Client Engagement: Engage with clients in a professional, attentive, and empathetic manner. Address their inquiries promptly, provide updates on portfolio performance, and actively listen to their needs to build lasting relationships based on trust and exceptional service.
• Marketing Opportunities: Write engaging materials for our websites, client correspondence, and social media pages. Collaborate with team members to craft content that leads to introductions and supports existing client relationships.

• Exceptional organizational skills with the ability to manage multiple tasks and deadlines effectively.
• Proven track record of maintaining a high level of detail orientation in various tasks.
• Demonstrate a proactive and solution-oriented mindset, always seeking ways to enhance the client experience.
• Strong analytical and decision-making abilities, consistently aligning with clients' best interests.
• Excellent written and verbal communication skills, conveying complex concepts clearly to clients.
• Professionalism, integrity, and a commitment to maintaining client confidentiality.
• Relevant certifications, degrees or degree paths, and experience are a plus.

• Microsoft Office Knowledge
• Clear Communication
• Organization Skills
• Attention to Detail
• Ownership of Role

• $20-24 Hourly rate, depending on experience.

• 401(k) with Employer Match
• Group Life and Disability Insurance
• Monthly Health Stipend
• Free Team Lunch each week
• Office mini-events throughout the month
• Quarterly team activities (recent activities: pottery lesson, base jumping simulator, and golf!)

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