Logo Secure Path Advisory Group

Branch Office Administrator

About the Employer | https://www.leavitt.com/
Annual Salary

Job Description

You will be responsible for overseeing day-to-day operations for various clients including answering phones, client service work, and meeting preparation. We desire someone who is self-sufficient, detail-oriented, organized and efficient, willing to exceed expectations at any level of task, and driven to develop a strong working relationship with our Financial Advisors and clients....

Employee Ratings Secure Path Advisory Group

  • Based on full-time and part-time employees only, with 131 reviewers

    Overall Rating

    Career Opportunities
    Compensation & Benefits
    Work-life balance
    Senior Management
    Culture & Values
    CEO Approval
    Recommend to a friend

    They do business with integrity and rational thinking. Overall, it's an excellent place to work, with products that are winning in the marketplace.

Reviews

  • Company of Integrity Producer

    2023-01-18 10:16:33.333

    The values and culture of the company are the best I have experienced in my long career

    Not easy to climb the corporate ladder if you are not in Utah