Administrative Assistant

Job Title: Administrative Assistant to Financial Advisor

Location: East Wichita
Job Type: Full-Time
Experience Level: Entry-Level
Industry: Financial Services

About the Role:
We are seeking a detail-oriented and motivated Administrative Assistant to support a financial advisor whose practice is rooted in comprehensive financial planning. This is an excellent opportunity for someone looking to begin a career in financial services, with room to grow and develop professionally.

Key Responsibilities:

• Provide administrative support including scheduling, client communications, and document management

• Assist in preparing financial reports and planning materials

• Maintain and update client records with accuracy and confidentiality

• Utilize various software platforms to manage workflows and client data

• Support marketing and client engagement initiatives

• Handle general office tasks and ensure smooth day-to-day operations

Qualifications:

• Strong attention to detail and organizational skills

• Excellent interpersonal and communication abilities

• Comfortable working with a variety of software programs (e.g., CRM systems, Microsoft Office, financial planning tools)

• Demonstrated work ethic and reliability

• Ability to learn quickly and adapt in a dynamic environment

What We Offer:

• Mentorship and training in financial planning and client service

• Opportunities for career advancement

• A collaborative and supportive culture

• Competitive compensation and benefits package