Be Wealth is seeking a highly motivated and organized individual to join our team as an Administrative Assistant. In this role, you will play a vital role in ensuring that our clients receive the highest level of service and support. This position can range from 32-40 hours per week, depending on the candidate.

Key Responsibilities:

• Provides initial interactions with clients in person and over the phone while creating and maintain a welcoming and professional environment for clients
• Schedules and coordinates appointments using scheduling software, phone calls, texts, and/or emails.
• Processes daily deposits, incoming and outgoing mail, and electronic correspondence
• Coordinates restocking office supplies and building maintenance
• Manages and updates client data and electronic documentation
• Performs other duties as assigned

Qualifications:

• Prior experience in a customer service or administrative role is preferred
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Strong attention to detail
• CRM Software Experience, preferred
• Knowledge of financial industry is a plus

If you are passionate about providing outstanding customer service and are looking for a challenging and rewarding role in a fast-paced financial advising firm, we encourage you to apply.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Salina, KS 67401: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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