1 Administrative Specialist Job in Kearney, NE
Magellan Financial is Hiring an Administrative Specialist Near Kearney, NE
Become a key member of the Stonebridge Insurance & Wealth Management team in Kearney, Nebraska, contributing to our triumphs. Boasting more than 15 years of proficiency in wealth management and developing successful retirement plans, we take pride in our autonomy and respected market status. Our commitment lies in furnishing our clients with essential knowledge and tools necessary for making strategic and informed financial choices for their future.
Salary: $40,000 - 45,000
Role Summary:
The Administrative Specialist plays a pivotal role in aiding financial advisors through important duties such as collecting client details, undertaking in-depth research, and creating preliminary financial reports and evaluations. As a vital part of the support team, Administrative Specialists provide crucial information to advisors, aiding in the decision-making process. This position is instrumental in elevating the quality of advisory services and significantly boosting client contentment.
CORE RESPONSIBILITIES
- Data Collection: Gather financial data from clients to help form comprehensive plans.
- Research: Investigate financial products and market trends, then summarize findings for advisors.
- Client Interaction: Handle routine client requests and set up meetings.
- Compliance: Maintain accurate client documentation, ensuring regulatory standards are met.
- Implementation: Aid advisors in enacting their financial recommendations for clients.
PREREQUISITES:
- High School Diploma or equivalent
- Education: Bachelor's degree in finance, economics, business, or related field. (Preferred)
- Experience: Prior experience in the financial services industry preferred.
- Technical Skills: Proficiency in financial planning software and tools; familiarity with Microsoft Excel.
- Soft Skills: Strong communication, organizational, and analytical abilities.
Why Choose Stonebridge?
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type: Full-time
Pay: $40,000.00 - $42,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
Job Summary
Full Time
Investment Management
$45k-56k (estimate)
01/14/2024
06/29/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
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Administrative Specialists are responsible for clerical tasks and ensure that staff can communicate and work efficiently.
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Administrative Specialist often support the work of managers, preparing presentations, managing calls, handling correspondence and responding to various needs of the business as they arise.
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Administrative specialists are professionals who are trained to perform all the usual tasks associated with an administrative assistant, but also have skill sets that allow for designing and overseeing special projects.
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Administrative Specialist job requires workers to often perform tasks autonomously—meaning sound judgment and decision-making skills are essential.
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