At Damschen Financial Planning we understand that our greatest strength lies in our people and the transformative role we plan in our clients' financial journeys. As a leading financial planning firm, we cultivate a vibrant organizational culture centered on growth, development, and a genuine passion for helping clients live their dreams in retirement. Guided by our core values of excellence, integrity, respect, community, and joy we foster a collaborative environment where everyone is encouraged to contribute and thrive. We are looking for an administrative assistant who shares our commitment to excellence and is excited to support our mission of making a meaningful impact. If you are eager to grow in a dynamic setting and help others succeed, we would love to have you join our team.
As an Administrative Assistant, you will play a crucial role in ensuring the smooth operations of our office. You will provide essential support to our financial planning team, helping to create outstanding experiences for our clients and contributing to our mission of helping them thrive.
Minimum Requirements:
High school diploma or equivalent
Previous experience in an administrative role, preferably in a financial or professional services environment
Strong organizational skills with the ability to manage multiple tasks and priorities
Excellent communication skills, both written and verbal
Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and familiarity with Salesforce or other CRM software
This position requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy customer service, to include excellent communication, both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Responsibilities:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
Manage daily office operations, including answering phones, responding to emails, and greeting clients
Assist with scheduling appointments, maintaining calendars, and coordinating meetings
Prepare and organize documents, reports, and presentations for client meetings and team discussions
Document office systems and processes
Maintain accurate client records and ensure data is updated in our management systems
Support the team with research and preparation of financial planning materials
Handle general office tasks, such as filling, scanning, and managing office supplies
Collaborate with team members to improve process and enhance client service
Salary:
$18/hr-$20/hr based on experience
Benefits
Health Insurance after 90 days
PTO
Paid Holidays
Hours:
Monday - Thursday: 8:30 am - 5:30 pm
Friday: 8:30 am -3:30 pm
Occasional evenings and weekends may be required for events with flexed time off during the week or day of event
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!