Administrative Assistant – Financial Services

Position: Administrative Assistant – Financial Services
Location: Overland Park, KS (In-Person)
Job Type: Full-Time
Pay: $50,000 -$57,000
Expected Hours: 40 per week

Overview:

A well-established, well-respected Kansas City Wealth Management firm is seeking an Administrative Assistant to add to their growing organization. Great work/life balance!

The Administrative Assistant will be responsible for a variety of duties that include:

Key Responsibilities:

• Gather and compile data on various programs.
• Enter and maintain information in system.
• Assist with transactional duties.
• Generate reports and pull data for the managers.
• Handle any purchase requests.
• Take calls and assist with question regarding any services that they may need.

Requirements:

• 4+ years Administrative experience
• Good communication skills
• Strong computer/tech skills
• Strong organization skills
• Proficient in Word & Excel

Education:

• Associate degree (Preferred)

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Life insurance
• Paid time off

Schedule:

• 8 hour shift

Work Location: In person