It is time to explore new challenges in your career. Guardian Wealth Management is an independent, privately-owned financial services company in Sunset Hills, MO. We are looking to add a full-time administrative assistant to our team.
Our Investments In You:
· Health Insurance
· 401(k)
· 401(k) matching
· Paid Time Off
· Professional development assistance
· Tuition reimbursement
· Referral program
The Expertise We’re Looking For:
· Prior administrative experience (Required)
· Proficiency with Microsoft Office suite, including Excel (Required)
· High school degree (Required)
· Prior Experience Working in Financial Advisory Industry (Preferred)
· Knowledge in Google Suite and Adobe application (Preferred)
Key Traits of a Successful Administrative Assistant:
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
· Detail-oriented
· Successful in time management
· Open communicator
What You Will Be Responsible For:
· Set and confirm calendar appointments
· Interact with clients in person, over the phone, and by email in a positive and approachable way
· Answer incoming calls and transfer all calls to the appropriate personnel
· Proofread documents for accuracy and grammar
· Communicate with clients on behalf of financial advisor and firm
· Track prospect-to-client process
· Assist with coordination and execution of marketing campaigns and marketing events
· Assemble meeting preparation documents pertaining to the client/prospect
· Collect vital information for applications
· Collect all needed transfer forms and other required documentation
· Assist in completing new account and application paperwork
· Follow-up with insurance companies and other third parties regarding status of new business
· Process new business applications with detail and accuracy and submit to appropriate carriers
· Track application process, new account funding, and new account set-up
· Complete all new licensing requirements
· Enter client data in CRM
· Run reports as needed
· Provide all needed information and material for delivery
· Perform clerical duties such as filing, photocopying, and organizing documents
· All other duties as assigned
Pay: $25-$30/hr
Check us out!
- Website: https://www.guardian-wm.com/
- Podcast: https://midwestmoneyradio.com/
If you feel like we would be a good fit for each other, apply now!
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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