Job Description

Administrative Assistant (Remote)

We are seeking a personable and detail-oriented Administrative Assistant to assist the CEO and his team of financial advisors, attorneys, and other staff.

The ideal candidate must possess a high level of client, vendor, and inter-team interaction skills and the ability to prioritize daily projects. This person will have excellent customer and organizational service skills, knowledge of the professional services industry, and a strong passion for serving others.

Key Traits:

• Honesty, integrity and accountability
• Maintains professional competencies and adheres to the firm’s ethical standards and culture
• Possess a passion to assist CEO and team members
• Dedicated and loyal
• High work ethic
• Flexible and accommodating
• High level of interpersonal skills
• Reliable, follows through on commitments

Minimum Requirements:

• Bachelor’s Degree preferred
• Effective communication with clients, advisors, and staff members
• Significant familiarity with financial markets and strong understanding of the advice process
• Keep an organized account of client needs and objective
• Ability to prioritize and work in a deadline-driven environment
• Effective and efficient time management
• CRM experience

Responsibilities:

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:

• Respond to client call-ins and needs daily
• Assist CEO in projects/scheduling
• Assist Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisitions
• Assist in organizing and maintaining calendars
• Help, prep, and execute financial planning paperwork
• Reviewing and compiling account reviews
• Document CRM system with all client communications
• Help build and foster a client referral system

Salary:

• $55,000-$65,000

Benefits

• Health Insurance
• 401k
• PTO

Hours:

Monday – Friday: 8:00 am -5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together we have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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