Overland Park, Kansas
Administrative Assistant - Financial Planning Practice Job Opening in Overland Park, Kansas - Job Title: Administrative Assistant ? Financial Planning Practice
Status: Part-Time: Non-Exempt
Relevant Work Experience: 3+ years
Job Category: Financial Services
About Us
Lincoln Financial Advisors Agri-Business Services is a value-based financial planning practice located in Overland Park, KS. Our clients are caring, intuitive and successful professionals and family owned businesses. Our team is cohesive, collegial, fast paced and professional. Together, we provide our clients with an extraordinarily high level of service. Character and integrity are critical elements of the practice?s success.
About You
You are a polished professional, detail oriented, well organized, while possessing finely honed administrative skills. You handle both short and long term projects adeptly. You have a solid technical knowledge and love rolling up your sleeves to help develop efficient systems and processes. You have strong Microsoft Office skills. You are a highly effective written and verbal communicator. You have an appreciation and basic understanding of agriculture.
Responsibilities
Provide administrative support for day to day operations
Work closely with clients to address all service needs with professionalism and finesse
Provide administrative support during our financial planning process
Process investment and insurance applications
Manage the calendar and all client appointments
Provide administrative support for marketing projects
Maintain specific compliance files
Enter and maintain database of clients and prospects
Create documents in Word, Excel and PowerPoint and other proprietary software
Skills
Strong work ethic, team player, and ability to handle a fast-paced environment
Willingness to constantly learn in an ever-changing industry
Significant proficiency in technology software applications
Strong organizational skills and strong attention to detail
Experience in the financial services, accounting and/or legal fields a plus.
We Offer
Competitive wage commensurate with your experience and an opportunity for professional development.
To Apply
Please e-mail your resume, cover letter, educational background, and chronological employment
Job Type: Part-time
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