09/07/2023
HEY!!!
Anyone out there looking for a job??? New opportunity, that I'd like to share!! If you, or know of anyone that is looking and meets qualifications- I can attest, it's a FANTASTIC opportunity, working with the coolest people. A little about job, and if you would like more info just shoot me a message, text, email, phone call- whatev!
Maybe it's not for you- but pass a long if you know anyone looking! Location- 135th & Lamar (OP).
Looking for: A Financial Advisor Assistant for Investment Firm
Duties:
· Client Service.
• Answer the telephone and direct incoming calls to the appropriate person
• Assist the advisor with organization and update & maintain CRM software Manage monthly and annual bill payments
· Open and sort incoming mail and couriers; prepare outgoing mail and couriers
· Maintain inventory of stationary supplies, postage etc.
· File client statements and correspondence
Qualifications:
At least 2 years of experience in Financial Service Industry
Series 65 required or Series 6,7 or 66
· Professional demeanor and excellent customer service skills
· Knowledgeable in Financial Service practices and processes
· Computer knowledge and experience using Microsoft Suite (mainly Excel and Word) and other accounting and data input software.
· Experience in managing CRM software
· Excellent communicator, both spoken and written
· Strong organizational and time-management skills
· Thrives working both independently (a self-starter) and collaboratively
· Dependable, respectful and consistently works to uphold company ethics and standards
Compensation:
· Vacation of two weeks per year after initial introductory period.
· Participation in the Group Benefits including 401k and Profit Sharing Plan, Healthcare Plan after initial introductory period.
· Educational Expenses –Financial & Insurance related courses.
· Hours 8:30am to 5pm (flexible)
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance
Physical setting:
• Office
Schedule:
• 8 hour shift
• Monday to Friday
Supplemental pay types:
• Bonus pay
Ability to commute/relocate:
• Overland Park, KS 66223: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Financial Advisor Assistant: 1 year (Required)
• Financial services: 2 years (Required)
License/Certification:
• Series 7 or Series 65 license (Preferred)
Work Location: In person
