About Us
Diversify was founded by seasoned advisors and industry leaders to bring institutional-grade resources to independent wealth management without sacrificing the personal attention that defines a true partnership. We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve their clients effectively.
Learn more about us at www.diversify.com.
About the Position
We are looking for a dynamic Administrative Assistant who embodies our values of positivity and professionalism to be the face of our company. If you are enthusiastic about making a great first impression and helping everything run smoothly, we would love to meet you! This is a full-time position working in-office at our Sandy location. M-F 8:30 am to 5:00 pm.
- Open and close the office lobby each day, ensuring the space is welcoming and secure.
- Function as the first point of contact for our clients, greeting them in person or on the phone with a warm, engaging demeanor.
- Manage incoming calls, addressing client inquiries with positivity and directing calls, as necessary.
- Coordinate office events and lunches, ensuring they are organized and enjoyable for everyone.
- Maintain the cleanliness and organization of breakrooms and order office supplies as needed.
- Assist with other administrative tasks and general office needs to support daily operations.
Qualifications
- Proven experience in a front desk or customer service role.
- Excellent communication skills, both verbal and written.
- Strong organizational and time management skills; able to multitask effectively.
- Elevated level of professionalism and a positive demeanor.
- Operated autonomously to drive completion of work.
- Ability to manage sensitive information with discretion.
Benefits
- Core Benefits: Medical with HSA and FSA options, dental, and vision.
- Prepare for Your Future: 401(k) with a generous company match.
- Great Team Culture: Tight-knit team where your contribution carries real weight.
- Generous Time Off: 4 weeks PTO, 12 paid holidays, and 2 paid volunteer days. We prioritize family, community impact, and genuine work-life balance.
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V
Skills Required
- Proven experience in a front desk or customer service role
- Excellent communication skills, both verbal and written
- Strong organizational and time management skills; ability to multitask effectively
- Elevated level of professionalism and a positive demeanor
- Ability to operate autonomously to drive completion of work
- Ability to manage sensitive information with discretion
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
