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Executive Assistant

Executive Assistant

Melton Wealth PartnersLeawood, KS, US
21 hours ago
Salary
$50,000.00–$60,000.00 yearly
Job type
  • Full-time
Job description

Job Description

Job Description

Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to our team and help us achieve our organizational goals. Your role is key to ensuring plans are made, schedules are set, meetings happen on time, and files are neatly organized and up-to-date. Ideal candidates are proactive, love diving into projects, working with others, and are interested in playing a big role in the vision of our organization. If this sounds like you, apply below!

Compensation :

50,000 - $60,000 yearly

Responsibilities :

  • CRM – Maintain and update CRM records, including client contact records, marketing lists, and running reports
  • Client Meetings – Directing the client experience from the time the meeting is scheduled to greeting the clients in-office for their meeting, including assisting with meeting prep, pre-meeting reminders, creating referral lists, family trees
  • Client Reception – Maintain a warm and friendly disposition for our clients and partners while answering the main phone line for the firm as well as ensuring the clients have a welcoming experience when in-office
  • Administrative – Maintain advisors’ licensing requirements, book travel, order supplies, track receipts and other firm administration needs
  • Qualified Plan Service – Assist plan sponsors and plan participants with day-to-day service needs.

Qualifications :

  • Proficiency with Microsoft applications, CRM applications and information retrieval software
  • 2 or more years experience working in an office
  • Local within KC area with availability to work in-office M-F
  • Ability to maintain confidentiality
  • Excellent interpersonal, listening and client relationship building skills
  • Strong critical thinking and problem-solving skills
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to look beyond the obvious and not stop at the first answers
  • Able to work both independently and in a team
  • Able to generate possible solutions when seeking assistance
  • Desire for continuous learning

    • About Company

    At Melton Wealth Partners, we provide expert guidance, financial strategies and world-class products to help families and businesses achieve financial security. Our purpose is to lead people to live their best lives. We work with affluent families to build and maintain intergenerational wealth by listening, sharing real experiences, and optimizing financial security.

    We are a small firm (around 10 people) who work together to take care of our clients. Each member of our firm plays an integral part in our work. Our highest performing employees work well both independently and with others.

    We subscribe to a work hard play hard philosophy. We don't consider our work done until our clients' needs are met, but once that happens we find creative ways to have fun together as a firm. We give our employees the flexibility to have work life balance.