Description
Position Summary
The individual in this position provides sales and administrative support to one or more Investment Advisor Representatives (IAR) and Registered Representatives (RR) and their clients. This individual has knowledge of concepts, practices, and procedures within the field. Experience in the finance or wealth management industry is preferred.
This position will be physically on site in the office.
FLSA Status: Nonexempt
Requirements
Major Duties and Responsibilities
- Maintain a filing system for Financial Services
- Open new client accounts
- Input, maintain, and update client account data
- Process checks for clients
- Creates various reports and spreadsheets as requested by advisors
- Serve as a liaison between the IAR’s and RR’s and clients
- Maintains a system to monitor review of investment clients and schedule meetings
- Travel to other offices as needed
- Performs other duties as assigned
Desired Skills, Abilities, and Characteristics
- Associate’s degree with two years of administrative office experience preferred
- Ability to maintain confidentiality of firm and client information
- Ability to research product and procedures
- Excellent written and verbal communication skills
- Client service oriented
- Ability to perform several tasks concurrently with ease and professionalism
- Excellent organizational skills with high attention to detail
- Intermediate knowledge in Word, Excel, and Outlook
- Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
- Display initiative and willingness to learn and efficiently utilize in-house software programs
Working Conditions
This position will be physically on site in the office. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.
AdamsBrown, LLC. is an Equal Opportunity Employer.
Skills Required
- Associate's degree
- Two years of administrative office experience
- Ability to maintain confidentiality of firm and client information
- Ability to research products and procedures
- Excellent written and verbal communication skills
- Client service orientation
- Ability to perform multiple tasks concurrently with professionalism
- Excellent organizational skills and attention to detail
- Intermediate knowledge of Microsoft Word, Excel, and Outlook
- Confidence and good judgment when interacting with colleagues, supervisors, and clients
- Initiative and willingness to learn and use in-house software programs
What We Do
Adams Brown, LLC, a leading CPA and advisory firm, has delivered value added accounting and advisory services to residents and businesses since 1945. With numerous office locations throughout Kansas & Arkansas, they offer a wide range of traditional and specialized CPA and consulting services. The firm maintains specialties in the agriculture, feed yard, financial institution, government and not-for-profit, manufacturing, medical, oil and gas, and real estate sectors. Adams Brown is a progressive firm, committed to exceeding client expectations by combining traditional skills with the latest technology
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