Front Office Manager - Provo, UT

Advisor Employee Services•Provo, UT

9d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

Experience in client-facing operations, office management, service, financial services, healthcare, professional services, retail, or another high-trust environment is preferred

Responsibilities

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