Administrative Assistant
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Administrative Assistant: Providing administrative support to Kansas City Metro Group with an accent on member/client-facing coordination, phone and mail handling, and maintaining accurate contact information. Focus on supporting daily practice operations while ensuring confidentiality and smooth scheduling for Financial Advisors.
Location: In office (Kansas City Metro Group), 25 hours/week (Mon–Fri 9 a.m.–2 p.m.)
Salary: $22/hr
Company
provides financial services and member support through local practice groups.
What you will do
- Answer incoming phone calls and respond to requests for information.
- Handle routine administration: maintain office supplies, process postal mail and practice email, and prepare routine correspondence and reports.
- Coordinate member/client scheduling on behalf of Financial Advisors and support meeting preparation and follow-up.
- Update the contact management system with client/member contact details and preferences.
- Support practice projects and program administration as needed, including backup support for tasks that do not require licensing/registration.
- Complete other miscellaneous administrative tasks as assigned.
Requirements
- Part-time onsite availability for 25 hours/week (Mon–Fri 9 a.m.–2 p.m.).
- Previous administrative/secretarial experience desired.
- Strong computer aptitude and ability to use or learn business tools (Microsoft Word, Excel, PowerPoint).
- Ability to handle multiple tasks and maintain high-quality work despite frequent interruptions.
- Ability to maintain integrity of sensitive/confidential information.
- Basic understanding of products and services, and Financial.
Culture & Benefits
- Friendly, upbeat demeanor required to support member experience.
- Immediate growth track to obtain Life and Health Insurance license within the first six months.
- Direct support of daily practice operations and member/client interactions.
Hiring process
- Background verification will be completed as part of the recruiting/hiring/contracting process.
- Fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →