It is time to explore new challenges in your career. Guardian Wealth Management is an independent, privately-owned financial services company in Sunset Hills, MO. We are looking to add a full-time administrative assistant to our team.

Our Investments In You:

· Health Insurance

· 401(k)

· 401(k) matching

· Paid Time Off

· Professional development assistance

· Tuition reimbursement

· Referral program

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)

· Knowledge in Google Suite and Adobe application (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

· Detail-oriented

· Successful in time management

· Open communicator

What You Will Be Responsible For:

· Set and confirm calendar appointments

· Interact with clients in person, over the phone, and by email in a positive and approachable way

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

· Proofread documents for accuracy and grammar

· Communicate with clients on behalf of financial advisor and firm

· Track prospect-to-client process

· Assist with coordination and execution of marketing campaigns and marketing events

· Assemble meeting preparation documents pertaining to the client/prospect

· Collect vital information for applications

· Collect all needed transfer forms and other required documentation

· Assist in completing new account and application paperwork

· Follow-up with insurance companies and other third parties regarding status of new business

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

· Track application process, new account funding, and new account set-up

· Complete all new licensing requirements

· Enter client data in CRM

· Run reports as needed

· Provide all needed information and material for delivery

· Perform clerical duties such as filing, photocopying, and organizing documents

· All other duties as assigned

Pay: $25-$30/hr

Check us out!

- Website: https://www.guardian-wm.com/

- Podcast: https://midwestmoneyradio.com/

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

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement

Schedule:

• Day shift

Ability to Relocate:

• St. Louis, MO 63102: Relocate before starting work (Required)

Work Location: In person