Office Assistant

at  Keating

At Keating & Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you!

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans
• Dependent Care and Flexible Spending Accounts
• Paid Time Off
• Eligible for Hybrid Work Arrangement (must live within the Kansas City area to work in the Overland Park, KS, office as needed.
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Learn more about us at https://keatinginc.com/why-keating.

JOB SUMMARY

The Office Assistant will create superior client reception experience and smooth operations of the Wichita office. Successful fulfillment of this role will provide excellent client communication and task completion while allowing our advisors the freedom to grow the business and serve their clients. This position is non-exempt, located in our Wichita office, and is not eligible for remote work.
The Office Assistant reports to the Growth Development Manager of Keating & Associates.

Responsibilities include, but are not limited to:

• Administrative support, including scheduling, assisting with document and data preparation for client meetings, clerical support, mail and packages, travel logistics, and other tasks as assigned.
• Office supply maintenance and purchasing.
• Maintaining accurate client information in CRM systems.
• Assisting the Marketing and Project Manager and other team members with communication distribution, gifting, and client event execution for all Wichita office advisors.
• Delivering a positive client experience in the office through friendly reception, building relationships with clients and prospects.
• Sending out and tracking client communication such as letters and forms.
• Conference room setup for client meetings.
• Assisting advisors with paper, digital, and email filing as requested.
• Check deposits.
• Keating incoming call coverage as requested.
• Other duties as assigned.

Desired skills include, but are not limited to:

• Savvy with new technology
• Naturally able to set priorities and adapt accordingly in a rapidly changing environment.
• Takes initiative to solve problems, find next steps, and improve processes.
• Able to exercise independent judgment and be self-motivated.
• Delivers professional and effective communication in all formats.
• Lifelong learner who is curious to understand the full team and service model.
• Thrives in a team-oriented environment.
• Detailed and comfortable with a high volume of data entry and document preparation.
• Friendly, warm, and customer service oriented.
• Able to maintain discretion and confidentiality of company and client information.

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• Administrative support, including scheduling, assisting with document and data preparation for client meetings, clerical support, mail and packages, travel logistics, and other tasks as assigned.
• Office supply maintenance and purchasing.
• Maintaining accurate client information in CRM systems.
• Assisting the Marketing and Project Manager and other team members with communication distribution, gifting, and client event execution for all Wichita office advisors.
• Delivering a positive client experience in the office through friendly reception, building relationships with clients and prospects.
• Sending out and tracking client communication such as letters and forms.
• Conference room setup for client meetings.
• Assisting advisors with paper, digital, and email filing as requested.
• Check deposits.
• Keating incoming call coverage as requested.
• Other duties as assigned