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Finance Admin Assistant
•12 days ago
| Verified Pay | $60,000.00 to $65,000.00 per year |
|---|---|
| Hours | Full-time, Part-time |
| Location | Overland Park, Kansas |
About this job
Job Description
Job Description
Finance Admin Assistant- Overland Park, KS
LHH is partnering with a Financial Services company to fill its Finance Administrative Assistant within the Overland Park, KS area. This position will play an important role in serving our clients and successfully processing accounts under the direction of the Financial Advisor and according to business needs. This position will work independently to organize and manage a wide range of administrative and client support activities.
Our ideal candidate would obtain previous administrative/executive support within the finance industry.
This is a Direct Hire opportunity that is 100% onsite offering $60-65,000 annually.
Job Responsibilities:
Pay Details: $60,000.00 to $65,000.00 per year
Search managed by: Claire Grossman
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
LHH is partnering with a Financial Services company to fill its Finance Administrative Assistant within the Overland Park, KS area. This position will play an important role in serving our clients and successfully processing accounts under the direction of the Financial Advisor and according to business needs. This position will work independently to organize and manage a wide range of administrative and client support activities.
Our ideal candidate would obtain previous administrative/executive support within the finance industry.
This is a Direct Hire opportunity that is 100% onsite offering $60-65,000 annually.
Job Responsibilities:
- Financial industry terminology and account types
- Salesforce data entry and management
- DocuSign technologies
- Detailed and accurate data entry and account processing
- Policy and procedures including FINRA guidelines
- Google Suite and calendar management
- Pre-appointment preparation for Financial Advisor
- Post-appointment follow-up/processing
- Proactive client service updates: money movements, RMD's, account opening, service requests, and much more
- High school Diploma required
- Bachelor's Degree preferred or equivalent financial services industry experience
- Series 65 a plus
- Financial Investment Advisory Services Industry experience preferred
- Google Suite, Salesforce, Microsoft Suite, Adobe skills required
- Successful completion of industry-standard background screening required
- Former experience working with Schwab, Orion, Salesforce, and DocuSign is a plus
- Health, Dental, Vision
- Group Life & Disability
- HSA·
- 401(k)·
- TeleDoc
- Generous PTO·
- 12 Paid Holidays·
- Parental Leave
- EAP·
- Voluntary Group Life and AD&D,
- Aflac, Nationwide Pet Insurance, Identity Theft and Legal Shield offerings
Pay Details: $60,000.00 to $65,000.00 per year
Search managed by: Claire Grossman
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
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