Administrative Assistant
2 weeks ago
We are looking for a Full Time Admin Assistant to join our team at our Topeka, KS 66615 Office This position is in person Monday - Friday 8am-4:30am.
Purpose:
Provide administrative, marketing, and financial planning support for Cordell Wealth Management while adhering to high ethical standards.
KEY RESPONSIBILITIES:
Administrative Support
- Manage personal workflow and time effectively
- Maintain accurate records and files
- Prepare correspondence and reports
- Handle office logistics (supplies, equipment, calls, mail
- Generate business management reports
- Operate office equipment and software proficiently
Client Service
- Address routine client inquiries
- Process account-related changes and applications
- Manage client asset management system
- Follow up on distributions, transfers, and other account activities
- Schedule client meetings and appointments
Qualifications:
- High school diploma: advanced training preferred
- Must have a minimum of 1 year experience as an administrative assistant, office administrator, office coordinator or similar
- Strong organizational and time management skills
- Proficiency in MS Office and Internet applications
- Knowledge of securities/insurance industry terminology (helpful)
Key Competencies:
- Attention to detail
- Effective communication (verbal and written)
- Professional demeanor
- Ability to work independently and prioritize tasks
Decision-Making Authority:
- Work prioritization
- Handling routine client inquiries and administrative processes
Our Mission Statement
Our mission is to help our clients and their families work toward reaching their financial goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.Company DescriptionCome work with an emerging wealth management firm based in the Midwest. Where serving our clients comes first and foremost.\r
\r
Our Mission Statement\r
Our mission is to help our clients and their families work toward reaching their financial goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
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