Administrative Assistant (Wealth Management)

at  Pinion

Overview:
Are you an administrative professional who is ready to take your career to the next level? Are you interested in a role that could put you on the path to become a financial advisor? If you value a team that provides on the job training, support, and accountability for your growth goals, this may be the change you seek. We encourage you to consider a new opportunity with Pinion Wealth.
With roots dating back to 1932, Pinion has made it our mission to immerse ourselves in making a difference in the lives we touch and the world we live in. Our Wealth Management group is growing, and we are looking for a difference-maker. If you’re eager to bring your administrative skills to a new career opportunity in our Wichita office, we invite your application.
The Administrative Assistant will provide administrative support to Pinion Wealth Management advisors, minimize scheduling issues and conflicts, and ensure efficient day-to-day operations. The successful candidate will produce high client satisfaction rates through excellent customer service, a prompt follow-up to client issues, and proactive problem-solving.
Responsibilities:

• Answer phones and route calls to best guide or assist with client inquiries
• Schedule, calendar, and manage tasks and activities in CRM and team members’ calendars
• Manage incoming and outgoing communications (telephone, mail, email, and faxes)
• Preparing materials for client reviews and participating in client meetings to evaluate account performance and long-term goals
• Supervise the maintenance of client accounts and office files
• Provide general office support (faxing, document maintenance and creation, etc.)
• Complete operations and client service tasks as requested, and train to be competent in all areas over time
• Complete backup duties, requests, and additional projects as assigned
  Qualifications: