Executive Staff Assistant jobs in Topeka, KS
Recently Added Executive Staff Assistant jobs
Executive Assistant
- HR Partners
-
Topeka, KS
FULL_TIME
-
Company: Endeavor Private Wealth
Position Title: Executive Assistant
Job Classification: Non-Exempt; Full-Time
Work Schedule: Monday through Friday 8:00 a.m. to 5:00 p.m.
Reporting Structure: Managing Partner
Organization:
Endeavor Private Wealth provides financial advisory, investment and fiduciary management services for approximately 375 households. Endeavor Private Wealth provides expertise in the following accounts: discretionary investment management accounts, estate and trust accounts, retirement plans, IRAs, 401(k), profit sharing and charitable foundations.
Primary Accountability:
The Executive Assistant will provide high-level administrative support to the Managing Partner and the advisory team.
Major Duties:- Provides high-level administrative support and assistance to the Managing Partner and other assigned advisory team members.
- Takes notes for managing partner’s meetings and phone calls and completes internal documentation support, as well as directing documentation and assigning tasks as needed.
- Acts as the point of contact among managing partner, employees, clients and external partners.
- Makes outbound client service calls as directed by managing partner.
- Manages information flow in a timely and accurate manner.
- Manages advisors’ calendars and sets up meetings and client reviews.
- Performs clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents for the advisory team.
- Manages vendors and technology partners as directed.
- Receives incoming communication or memos on behalf of advisory team, reviews, documents and summarizes and/or distributes contents to appropriate staff.
- Performs office tasks including maintaining records, ordering supplies, and maintaining a professional office environment.
- Screens and directs phone calls, mail and distributes correspondence.
- Performs other related duties as assigned.
- High school diploma required;
- Two (2) years’ experience in Office Management, Executive Assisting or similar role.
- A background or familiarity in the financial industry
- Experience with the Microsoft Office suite, especially Outlook, Word and Excel
- Bachelor's degree in Business Administration or related field
- Licensed with a series 66/67
- Professional designation such as Certified Financial Planner, chartered retirement planning counselor etc.
- Experience with various technology systems: CRM (Advisor Engine, Salesforce), Financial Planning (MoneyGuide, eMoney, Right Capital), Performance Reporting (Black Diamond, Orion).
- Ability to perform as a team player, eager to collaborate with others.
- Must possess excellent communication with clients and team members.
- Very organized, able to monitor all outstanding tasks and follow up as needed.
- Able to problem solve and assist client needs from start to finish.
- Detail and process oriented, able to explain multiple steps to complete various tasks.
- Must possess a positive attitude, and willingness to engage in various business projects and initiatives.
- Experience with or ability to learn basics of financial planning, social security, college funding, IRA required minimum distributions etc.
- Knowledge of various investment products: mutual funds, ETFs, separately managed accounts.
- Broad understanding of insurance products: term, whole and variable life, long term care, disability.
- Broad understanding of various annuity products.
- Must possess strong computer skills and knowledge of Microsoft Office products.
- Must possess exceptional interpersonal and client service skills, strong organizational and analytical skills, strong written, verbal communication, and grammatical skills.
- Ability to work both independently and in team settings.
- Ability to effectively manage and prioritize multiple projects and activities on a routine basis with minimal supervision.
- Ability to learn additional software applications.
- Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.
- Ability to sit for extended periods of time.
- Ability to read computer screens, mail, e-mail and talk on the phone.
- Ability to unpack and move supplies up to twenty-five (25) pounds.
- Ability to travel as directed by position requirements.
- Professional and deadline-oriented environment in an office setting.
- Interaction with clients and prospects in person and virtually.
Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.
- 9 Days Ago
Executive Assistant
- Blue Cross and Blue Shield of Kansas
-
Topeka, KS
FULL_TIME
- Blue Cross and Blue Shield of Kansas has an exciting new opportunity for an Executive Assistant to help optimize the time and performance of the Chief of Staff. Tasks may involve acting as a first poi...
- 14 Days Ago
Executive Assistant
- Iron Gate Collective
-
Manhattan, KS
FULL_TIME
- Job description1.0 IntroductionThe purpose of this standard procedure is to establish and define the functional role, requirements, reporting relationships, authority, responsibilities and measurement...
- 1 Month Ago
Occupational Therapy Assistant (COTA)- Per Diem- Topeka Center
- Towne Nursing Staff
-
Topeka, KS
PER_DIEM
- Sigma Health Rehab is actively seeking a per diem Occupational Therapy Assistant (COTA) to work in a Skilled Nursing Facility. Candiates must have a current New York State OTA License. COTA Duties Inc...
- 9 Days Ago
Executive Administrative Assistant
- FHLBank Topeka
-
Topeka, KS
FULL_TIME
- Job DescriptionThis position provides administrative assistance and support to the Chief Audit Executive, as well as Internal Audit management. These responsibilities generally include preparing confi...
- 18 Days Ago
Executive Assistant/Project Manager
- Kansas Federal Public Defender
-
Topeka, KS
FULL_TIME
- Position Announcement Full-time Executive Assistant / Project Manager Topeka or Kansas City, KS Posted April 2, 2024 Deadline: May 6, 2024 (or until filled) The Federal Public Defender for the Distric...
- 22 Days Ago
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0 Executive Staff Assistant jobs found in Topeka, KS area
Travel Nurse RN - Telemetry - $1,918 per week
- Hiring Now!
-
Topeka, KS
- GHR Healthcare - Travel Division is seeking a travel nurse RN Telemetry for a travel nursing job in Topeka, Kansas. Job ...
- 4/25/2024 12:00:00 AM
Support Specialist/Administrative Assistant
- Michaels Stores
-
Topeka, KS
- Support Specialist/Administrative Assistant page is loaded **Support Specialist/Administrative Assistant** **Support Spe...
- 4/25/2024 12:00:00 AM
Night Shift RN Unit Manager 6p-6a
- Recover-Care Healthcare
-
Topeka, KS
- POSITION DESCRIPTION: Responsible for supporting and carrying out the administration and management of Nursing Services ...
- 4/22/2024 12:00:00 AM
Remote Versatile Assistant - Virtual in KS - Open to Vets MilSpouses
- VetJobs
-
Topeka, KS
- Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qual...
- 4/22/2024 12:00:00 AM
Life Enrichment Coordinator
- Midland Care Connection
-
Topeka, KS
- Are you looking for opportunities for professional development and growth within a nonprofit organization? Midland Care ...
- 4/22/2024 12:00:00 AM
Part-Time Sales Associate - Famous Footwear
- Famous Footwear
-
Topeka, KS
- Overview: At Famous Footwear, we believe everyone deserves to feel a little famous. To us, famous isnt about standing ou...
- 4/22/2024 12:00:00 AM
Quality Documentation Specialist
- Colgate-Palmolive
-
Topeka, KS
- No Relocation Assistance Offered # 159240 - Topeka, Kansas, United States **Who We Are** Colgate-Palmolive Company is a ...
- 4/21/2024 12:00:00 AM
Brand Standards, Guest Experience & Food Safety Advisor
- EcoLab
-
Topeka, KS
- Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in brand protection progra...
- 3/14/2024 12:00:00 AM
About Topeka, Kansas
Topeka (/toʊˈpiːkə/; Kansa: Tó Pee Kuh) is the capital city of the U.S. state of Kansas and the seat of Shawnee County. It is situated along the Kansas River in the central part of Shawnee County, in northeast Kansas, in the Central United States. As of the 2010 census, the city population was 127,473. The Topeka Metropolitan Statistical Area, which includes Shawnee, Jackson, Jefferson, Osage, and Wabaunsee counties, had a population of 233,870 in the 2010 census.
The name Topeka is a Kansa-Osage sentence that means "place where we dug potatoes", or "a good place to dig potatoes". As a plac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Executive Staff Assistant jobs
$55,402 to $72,134
Topeka, Kansas area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an Executive Staff Assistant do?
Executive Staff Assistant in Washington, DC
Reviews outgoing documents for proper format, consistency, grammatical accuracy, completeness and clarity, making the necessary corrections or returning to the drafter for changes\.
March 05, 2023
Manages classified folders, electronic files, and classified security containers, keeping records of classified file contents, safe combinations, security inspections, and other classified information management issues\.
March 18, 2023
Assists Innovation office employees with travel arrangements for official travel, including making travel and lodging reservations, obtaining visas and country clearance, submitting travel vouchers, and other related processes\.
May 01, 2023
Maintains schedule and basic status of ongoing interaction with various other offices in the Department and some overseas entities\.
May 16, 2023
Executive Staff Assistant
Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
January 02, 2023
Support the CEO, including heavy calendar management and prioritization, travel, expense reports, vendor management, and any other tasks needed to maximize team productivity.
January 27, 2023
Receive the benefits of comprehensive health, dental, vision and disability insurance along with a 401k matching plan.
February 14, 2023
Assist in coordinating all meetings, to include overnight accommodations for guests, meeting arrangements and catering, as well as preparation and distribution of materials needed for presentations.
February 18, 2023
Prepares Executive Director materials and briefings for all internal and external speaking engagements, media interviews, and meetings.
April 22, 2023
Demonstrated work orientation that includes problem solving, teamwork, adaptability to change, a positive attitude, and continuous learning for self-improvement.
May 13, 2023