Administrative Assistant Job at Cordell Wealth in Wichita

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 - Thursday 8 am-4:30 pm, Friday 8 am-1:00 pm

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