What are the responsibilities and job description for the Administrative Assistant position at Advisors Excel?

Position: Administrative Assistant

Location:

Topeka OR Lenexa, KS

Job Id: 1946

# of Openings: 1

Position: Administrative Assistant

Department: AE Wealth Management Marketing

Reporting to: President of AE Wealth Management

Location: Lenexa, KS/ Topeka, KS - Onsite

Overview:

We are looking for a highly organized and detail-oriented individual to support the President of AE Wealth Management. As an Administrative Assistant, you will be responsible for a variety of tasks including managing schedules, coordinating meetings, and handling correspondence. The ideal candidate will possess excellent communication skills, proficiency in office software, and the ability to multitask effectively.

Whether you're from Topeka or Lenexa, KS, if you're up for working in one of our offices and thrive in a fast-paced, team-oriented environment, we'd love to hear from you!

What you'll do:

Coordinate President of AE Wealth Management calendar and meetings
Organize and arrange meetings; manage schedule, conference room set up, catering
Prepare and submit expense reports
Arrange travel for management team
Prepare confidential reports and correspondence
Assist in the completion of month end reporting and distribute to stakeholders
Sort and deliver incoming mail
Maintain strict confidentiality

Experience you'll bring:

2 plus years of administrative support experience
Strong experience working with MS Word, Excel, Outlook, PowerPoint and the ability to learn other systems as needed
Confident, professional and articulate in written and verbal communication; ability to build rapport with all personality types
Strong organizational skills; ability to manage projects while navigating a variety of competing priorities in a fast-paced environment
Ability to work independently, but also as a collaborative team member

Bonus Points:

Experience working with Salesforce
Experience working with reporting

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to an on-site cafe, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events...and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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