Department: KC Financial Advisors

Reports to: Operations Manager

Status: Full-time, Non-exempt

About Us

KC Financial Advisors provides comprehensive wealth management advice and solutions that creates
long term client relationships. This includes investment advice, insurance, financial planning, and
quarterbacking relationships with other trusted advisers.

Position Summary

Wealth management firm is seeking an Administrative and Operations Assistant to support our growing

Operations Team by providing professional and efficient support and service to firm clients and

employees. We are looking for a team player and resourceful problem solver. For the right person, this

position will offer excellent growth opportunities within the firm. This is not a remote or hybrid

position; the majority of our work is located in the Corporate Woods office, where client meetings are

held. Evening work may periodically be required to assist Wealth Advisors with client seminars held in

Overland Park, KS.

Responsibilities

• Provide general administrative duties for the office as assigned, including mail and package

• Perform administrative tasks related to tax season, including collecting financial statements,

• Greet clients entering the office and over the phone. Forward client calls and other messages to

• Respond to client service requests and provide client service support.
• Assist with marketing projects and event planning, as assigned. Ability to research and

Schedule guests and follow-ups, as needed.

• Schedules semi-annual reviews with clients, then documents follow-up tasks to those meetings

• Contribute to an excellent client experience for our clients, building and maintaining client

• Database entry and maintenance within CRM (RedTail)

Critical Skills Sought

• Strong customer service orientation

• Confidentiality: Must maintain all information related to customer accounts in the strictest

• Strong computer skills and applications of various programs

• Collaborative personality: work as a teammate to further the entire organization.

• Strong desire and ability to grasp and learn specific systems in financial planning arena.

• Ability to prioritizes assignments, adapt to changes in daily tasks when necessary and the ability

• High level of detail

• Ability to receive constructive feedback.

• Ability to handle multiple tasks and prioritize daily activities

Preferred Qualifications

• High school diploma or equivalent required. Associate or bachelor’s Degree preferred.
• Minimum of 2 years of work experience in an administrative role preferred.
• Must by proficient in Microsoft Office Including Word and Excel, PowerPoint is preferred.
• Experience in the Financial Services industry a plus.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a
step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions
and be required to perform other job-related duties requested by their supervisor. All requirements are subject to
possible modification to provide reasonable accommodation to qualified individuals with disabilities.
CreativeOne Wealth/KCFA provides equal employment opportunities to all employees and applicants for
employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age,
sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or
expression, or any other characteristic protected by federal, state or local laws.