Administrative Assistant

It is time to explore new challenges in your career. Beacon Wealth Advisory is an independent, privately-owned financial services company in Overland Park, KS. We are looking to add a full-time Administrative Assistant to our team.

Our Investments in You:

·         PTO

·         Paid Holidays

·         Gym Membership

·         Health Insurance Stipend

The Expertise We’re Looking For:

·         Prior Reception/Administrative Experience (Required)

·         Proficiency with Microsoft Office suite, including Excel (Required)

·         Proficiency with CRM systems

·         High school degree (Required)

·         Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Receptionist:

·         Able to communicate verbally and in writing

·         Able to learn and adapt to changes

·         Strong Attention to Detail

·         Able to be agile in an evolving office environment

·         Proactive and self-starter

·         Can work independently and with a team

·         Tech-savvy

·         Client-focused attitude

What You Will Be Responsible For:

·         Greet consumers on the phone and in person with a warm and welcoming approach

·         Answer incoming calls and transfer all calls to the appropriate personnel

·         Set and confirm calendar appointments

·         Answer general inquiries and client questions

·         Attend financial seminars and set appointments with prospective clients

·         Prepare and deliver client birthday / anniversary recognition and appreciation letters and gifts

·         Client birthday and anniversary callouts

·         Assist in coordination of client appreciation events

·         Enter client information into the CRM system

·         Assist in completing new account paperwork, annuity and life insurance applications, when needed

·         Track and follow-up on new account and insurance policy applications, when needed

·         Assist in processing client service requests, as needed

·         Assemble appointment binders

·         Build strong client relationships

·         Onboard clients

·         Maintain office supplies

·         Perform other clerical duties such as filing, photocopying, collating, faxing etc.

·         Maintain and organize office files and documentation

·         All other duties as assigned

Pay: $42,000 - $47,500 annually DOE

Check out our website: https://beaconwealthadvisory.com/

If you feel like we would be a good fit for each other, apply now!