Job Description
Job Description
This is a full-time, Administrative Assistant/Marketing position for a Financial Advisor in Kansas City, MO with significant opportunity for advancement. The candidate shall be a primary support person for Lead Wealth Advisor and Client Relationship Manager. This candidate will be responsible to perform a wide array of duties including administrative activities, such as opening new accounts and performing account maintenance, providing extensive customer service to our clients and assisting with required paperwork along with being involved in day-to-day operations allowing the candidate to attain a comprehensive understanding of our business.. Marketing will also be a part of this position, handling website updates, social media and other marketing duties to help grow our brand and business. It is important to note this is not a sales position. This is an in-office role.
This position is subject to a background check including criminal and credit.
Roles/Duties
- · Collect data from clients and prospective clients via in person, email and/or phone.
- · Input data and run reports using various financial software tools such as Excel, SmartOffice (CRM), Emoney, Albridge etc
- · Manage day to day workflow processes.
- · Prepare client paperwork for account opening, account maintenance, transfers etc.
- · Develop client relationships, which includes ongoing and regular client contact and communications
- · Work and support other team members as situations arise.
- · Marketing: Manage website, social media and additional client marketing projects
Expectations for the Administrative Assistant
- · No experience is required, however, an associate degree or two years of industry experience is preferred.
- · Being personable and having a positive attitude is a must.
- · Being self-motivated and resourceful is an expectation.
- · Tremendous attention to detail is a necessity.
- · Being proficient in computer software is essential.
- · Exceptional interpersonal communication skills is required.
- · Ability to prioritize and meet deadlines with accuracy is vital.
- · Enhance the client experience by providing exceptional service in a courteous and professional manner is expected.
Opportunity for Growth
This is an entry level position. There will be opportunities for growth for the right candidate. This would include a pay raise and additional responsibilities.
Company Description
A Financial Advisor firm that offers our clients a truly personalized and comprehensive financial experience. We design and coordinate strategies for all aspects of our client's financial life including investments, retirement income planning, philanthropy, and business succession.
Company Description
A Financial Advisor firm that offers our clients a truly personalized and comprehensive financial experience. We design and coordinate strategies for all aspects of our client's financial life including investments, retirement income planning, philanthropy, and business succession.
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