We are looking for an Administrative Assistant to join a wealth management office in Overland Park, Kansas on a Contract basis. This position supports daily office operations, client service activities, and administrative coordination in a client-facing environment. The ideal candidate is organized, responsive, and comfortable managing multiple priorities while helping create a positive experience for both clients and internal staff.
Responsibilities:
- Support day-to-day office operations by handling incoming and outgoing mail, preparing shipments, maintaining office supply inventory, and completing routine document tasks such as scanning, copying, and filing.
- Assist during tax season by gathering client financial records, prior-year returns, and required tax documentation to help facilitate timely processing with partner teams.
- Provide prompt administrative support for client inquiries and service needs, ensuring requests are handled accurately and effectively.
- Coordinate logistics for marketing initiatives, seminars, and special events, including vendor research, scheduling support, and preparation of materials.
- Prepare presentation packets and meeting resources for advisors’ seminars, workshops, and other client-facing engagements, including follow-up coordination when needed.
- Schedule periodic client review meetings and record next steps, notes, and related activity in the firm’s CRM system.
- Maintain accurate client and operational records through ongoing database updates, data entry, and file organization.
- Contribute to a welcoming and efficient office environment by assisting with receptionist-style duties, answering inbound calls, and supporting team members as needed.
- High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
- At least 2 years of experience in an administrative, office support, or customer-facing role is preferred.
- Proficiency with Microsoft Office applications, especially Word and Excel; PowerPoint experience is a plus.
- Strong administrative support, data entry, and general office coordination skills.
- Ability to manage confidential client information with discretion and professionalism.
- Excellent customer service skills, including the ability to respond clearly and courteously to inbound calls and client requests.
- Strong organizational skills with the ability to prioritize work, adapt to changing needs, and manage multiple tasks effectively.
- Experience in financial services or a related services environment is helpful but not required.