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Administrative Support Specialist

1 month ago

Topeka, Kansas, United States Cordell Wealth Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Cordell Wealth Management. This role will provide administrative, marketing, and financial planning support to our team while maintaining high ethical standards.

Key Responsibilities
  • Manage personal workflow and time effectively to meet deadlines
  • Maintain accurate records and files, ensuring confidentiality and security
  • Prepare correspondence and reports, utilizing business software and equipment
  • Handle office logistics, including supplies, equipment, and communication
  • Generate business management reports, analyzing data and trends
  • Operate office equipment and software proficiently, staying up-to-date with industry developments
Client Service
  • Address routine client inquiries, providing timely and accurate responses
  • Process account-related changes and applications, ensuring seamless transactions
  • Manage client asset management system, maintaining accurate records and reports
  • Follow up on distributions, transfers, and other account activities, ensuring timely completion
  • Schedule client meetings and appointments, coordinating with team members
Qualifications
  • High school diploma; advanced training preferred
  • Minimum 1 year experience as an administrative assistant, office administrator, or similar role
  • Strong organizational and time management skills, with ability to prioritize tasks
  • Proficiency in MS Office and Internet applications, with knowledge of securities/insurance industry terminology
Key Competencies
  • Attention to detail, ensuring accuracy and precision in work
  • Effective communication, verbal and written, with ability to articulate complex ideas
  • Professional demeanor, maintaining a positive and respectful attitude
  • Ability to work independently, prioritizing tasks and managing time effectively