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9 дней назад

Administrative Assistant (Fintech)

20 - 24$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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 hirify.global 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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