Part-time Administrative Assistant

It is time to explore new challenges in your career. BG Wealth Management is an independent, privately-owned, financial services company in Mission, KS. We are looking to add a part-time (26-30 hrs/wk) Administrative Assistant to our team.

Hours: Monday – Thursday 9:30am-4:00pm and occasional Friday’s

The Expertise We’re Looking For:

· Prior Administrative Experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

· Detail-oriented

What You Will Be Responsible For:

· Set and confirm calendar appointments

· Greet consumers on the phone and in person with a warm and welcoming approach

· Answer incoming calls and transfer all calls to the appropriate personnel

· Communicate with clients on behalf of financial advisor and firm

· Send out birthday and anniversary recognitions to clients

· Track prospect-to-client process

· Assist with coordination and execution of marketing campaigns and events

· Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)

· Assemble meeting preparation documents pertaining to the client/prospect

· Collect all vital information for all paperwork

· Enter client information into the CRM system

· Assist in completing new account paperwork and annuity and life insurance applications

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Obtain necessary documents and signatures from clients for carrier approval

· Track application process and new account set up

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

Benefits:

· 401(K)

· Paid Lunch

Pay: $20-22/hr + potential for bonus

Check out our website: https://www.safeharborfpg.com/ (BG Wealth Management & Safe Harbor Financial Group)

Find us on: LinkedIn, Listen to Anchor Your Retirement on Apple Podcasts, Google Podcasts, Amazon Music, and Spotify TV, and watch us on YouTube: BG Wealth Management & Safe Harbor FPG, LLC https://www.youtube.com/channel/UCeJ-xhP5x21RUgqD2CyqP_g

If you feel like we would be a good fit for each other, apply now!

Job Type: Part-time

Expected hours: 26 – 30 per week

Schedule:

• Day shift

Ability to Relocate:

• Mission, KS 66202: Relocate before starting work (Required)

Work Location: In person