Advisor Administrative Assistant
On-siteOverland Park, Kansas, United States
Job Summary
Manage systems for client servicing and onboarding by participating in weekly meetings with the Financial Advisor, scheduling appointments, and handling routine inquiries within licensed authority limits. Prepare account summaries, portfolio analysis, and materials for client reviews while reviewing applications and paperwork to oversee the onboarding process. Complete necessary tasks including gathering documentation, transferring accounts, and guiding clients through underwriting and electronic access setup. Monitor action items, compile data reports using systems like eMoney and Orion, and prepare daily, quarterly, and monthly transaction reports. Complete trades in client accounts when instructed and manage Model Portfolio Accumulation Systems risk tolerance. Work a standard 30-40-hour week in a professional office environment.
Required Qualifications
- associate's degree
- 1-2 years of experience as a personal assistant
- Microsoft Excel
- Microsoft Outlook
- Typing of at least 40 wpm
- Salesforce
Desired Qualifications
- Bachelor's degree
- Financial background or similar
- Strong organizational skills and attention to detail
- Ability to learn the habits and needs of executives to anticipate their needs
- Excellent initiative, ability to learn quickly and work independently
- Knowledge of data gathering and reporting procedures
- Ability to manage multiple projects and meet changing deadlines
- Strong organizational and problem-solving skills
- Ability to interact and communicate with individuals at all levels of the organization
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