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Position Description:

Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation.
Twenty hours per week for six months.
Schedule is flexible around school schedule.

Educational Requirements:

Must be enrolled in an undergraduate financial planning degree program or related field.
Juniors and seniors preferred.

Other Requirements:

Passionate about financial planning with a sincere desire to help others.
Able to work in a team environment, be proactive, and ask questions.
Desire to continually learn, grow, and stretch.
Critical thinking skills and the ability to apply information.
Proven ability to meet deadlines.
Familiar with financial planning concepts and vocabulary.
Exposure to financial planning software and client relationship management software.
Able to use a financial calculator.
Excellent written and oral skills.
Previous internship experience preferred, but not required.

Primary Responsibilities:

Process client data and input into financial planning software.
Speak with clients on the phone to provide service, clarify data, and schedule appointments.
Interpret a financial analysis and develop strategies and recommendations.
Attend staff and training meetings as a full member of the team.

Opportunity to:

Observe client meetings.
Meet with certified financial planners for mentoring and career counseling.

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DMBA (Deseret Mutual Benefit Administrators) is a non-profit organization that administers benefits for companies who are owned or affiliated with The Church of Jesus Christ of Latter-day Saints.

The Central Services department is seeking a full time temporary Facilities Project Assistant to support several organization and storage improvement projects across company facilities. This position will assist with storage inventory, department coordination, workstation labeling, records tracking, and general facilities support. The successful candidate must be comfortable performing physical labor while also using Microsoft Office tools to document work and communicate with employees. This position pays $ 17.62 an hour.

Essential Duties and Responsibilities

Organize and reorganize company storage areas and inventory.
Move, sort, label, and relocate boxes, supplies, furniture, and equipment.
Assist with implementation of new storage shelving and bin systems.
Maintain Excel spreadsheets used to track inventory, storage locations, and project progress.
Communicate with employees and departments using Microsoft Teams and Outlook.
Coordinate the review and return of employee storage items.
Help identify ownership of stored materials and document findings.
Perform desk and drawer labeling projects and maintain associated records.
Drive company vehicle when transporting materials.
Follow company safety procedures and departmental work standards.
Complete special projects as assigned by Facilities and Central Services leadership.

Minimum Qualifications

High school diploma or equivalent.
Valid driver's license.
Clean driving record and ability to meet DMBA vehicle-use requirements.
Basic computer proficiency, including:
- Microsoft Excel
- Microsoft Teams
- Microsoft Outlook
Strong organizational and communication skills.
Ability to work independently and follow detailed instructions.
Ability to maintain confidentiality and professionalism while interacting with employees.

Physical Requirements

Frequently lift, carry, push, and move boxes, equipment, and supplies.
Ability to lift up to 50 pounds independently and heavier items with assistance.
Ability to stand, walk, bend, reach, stoop, and climb stairs throughout the workday.
Ability to work in storage rooms and office environments.

Preferred Qualifications

Experience using Microsoft Office products.
Experience organizing records, inventory, or shared storage spaces.

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Deseret Mutual Benefit Administrators (DMBA)

Current Open Positions