9 дней назад
Administrative Assistant (Fintech)
20 - 24$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Assistant (Financial Services): Supporting the daily operations of a financial services practice through member communications, meeting coordination, records management, mail processing, expense tracking, and administrative projects with an accent on organization, confidentiality, and customer service. Focus on coordinating client-facing activity, maintaining accurate contact and electronic records, and managing multiple administrative tasks in an in-office environment.
Location: In-office position in the Tiffany Springs area, Kansas City, Missouri, ZIP Code 64153
Salary: $20–$24 per hour
Company
is a faith-based, not-for-profit financial services organization serving approximately 2.6 million members and supporting Christian communities and nonprofit organizations.
What you will do
- Support financial representatives with preparation and follow-up for client and member meetings.
- Schedule meetings and handle incoming calls and information requests.
- Prepare routine correspondence, reports, special projects, and program administration.
- Maintain office supplies, process postal mail, and update client contact and preference records.
- Track practice expenses, oversee bill payments, and participate in business planning.
- Convert paper files to electronic records and complete other administrative tasks.
Requirements
- Previous administrative or secretarial experience is desirable.
- Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
- Ability to manage multiple tasks and maintain high-quality work amid frequent interruptions.
- Ability to protect sensitive and confidential information.
- Basic understanding of financial products, services, and Financial.
- Ability to work with all team roles, represent the organization with external clients, and maintain outside relationships.
Culture & Benefits
- Monday–Friday schedule from 8:00 a.m. to 4:30 p.m.
- Work directly with members, financial representatives, external clients, and community organizations.
- Role emphasizes planning, organization, communication, customer focus, teamwork, and adaptability.
- Background verification and FBI fingerprint-record review are required as part of the hiring process.
- Access to Wealthscape requires compliance with the firm’s Code of Ethics and designated brokerage-account requirements.
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