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Administrative Support Specialist
2 months ago
Location: Mission Woods, KS
About Strategic Wealth Partners:
At Strategic Wealth Partners, we are committed to empowering our clients on their journey to financial prosperity and stability. Our seasoned advisors collaborate closely with clients to cultivate enduring relationships and provide tailored financial solutions. We are currently seeking an Administrative Support Specialist to enhance our operational efficiency and support our objectives.
Role Summary:
The Administrative Support Specialist will play a vital role in the daily operations of our office, allowing our advisors to concentrate on nurturing client relationships. This position serves as a key link between advisors, team members, and the Northwestern Mutual home office. The specialist will operate under the direct supervision of the Director of Operations and firm partners, particularly on tasks that necessitate investment registration, discretion, or sound judgment.
Core Responsibilities:
- Task Management: Keep meticulous records and monitor the status of various assignments and activities.
- Correspondence Handling: Manage incoming and outgoing correspondence, ensuring prompt and precise processing.
- Communication Facilitation: Act as a conduit between advisors, team members, and the Northwestern Mutual home office to ensure seamless communication and operational flow.
Required Qualifications:
- Proven ability to excel in a dynamic and fast-paced environment.
- Strong capability to work independently and oversee projects with minimal supervision.
- Exceptional verbal and written communication skills.
- Detail-oriented with a strong commitment to accuracy.
- High degree of confidentiality and professionalism.
- Excellent interpersonal skills with the ability to foster relationships with team members and advisors.
Why Work with Us?
At Strategic Wealth Partners, we appreciate our team members and their vital contributions to our collective achievements. We foster a collaborative work atmosphere where your expertise and commitment are acknowledged and valued. If you are enthusiastic about supporting a premier financial team, we welcome your interest.