Administrative Assistant

Overland Park, KS

Posted: 07/25/2022 Industry: Administrative Job Number: EB-318645

Job Description

Administrative Assistant

Lenexa, KS

Our client

Our client is a locally owned and operated wealth management firm specializing in the areas of both insurance and investment products. They offer full service advising as well as financial products management. They value the use of technology as well as education to reach the greatest success with their clients.

They offer:
  • Competitive benefits plan including full premium coverage for medical, as well as dental, and vision with eligibility starting 90 days after hire
  • 401K with company match
  • Paid holidays and time off
  • Flexible environment

The Role

The Administrative Assistant will serve as a key piece of the office operations and client experience. This individual will work directly with clients, support internal team members, and ensure office operations run smoothly.

Major Responsibilities
  • System Administrator of CRM system
  • Schedule client meetings – in person and virtually
  • Prepare virtual client meeting links and email confirmations
  • Manage and maintain all client contact information in CRM and internal databases
  • Handle all office vendor relationships
  • Greet all clients coming to the office
  • Set up conference rooms for meetings as required
  • Update client account information as requested
  • Upload client tax documents
  • Coordinate and arrange all business travel
  • Handle all incoming and outgoing mail
  • Manage all client gift ordering
  • Generate weekly, quarterly, and annual reports as requested
  • Provide general administrative support to Wealth Managers

Requirements for the Role
  • 3 years prior experience in a professional office setting
  • Strong technical aptitude and ability to become subject matter expect for CRM system
  • Ability to handle highly confidential information
  • Friendly, professional demeanor and strength in relationship building
  • Ability to work in office from Monday – Friday from 8am – 5pm

About Morgan Hunter

Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffi ng to direct-hire placements. Thoughtful and thorough in our approach, we're also responsive and effi cient, creating a tailored hiring experience for both employer and job seeker— because everyone deserves to fi nd the right fi t.
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