Administrative Assistant

We are a boutique, independent financial services firm supporting approximately 200 client households. We have proudly served our clients for over 25 years and operate in the beautiful St. Joseph, MO area just north of Kansas City. We have built our reputation on exceptional attention to detail, personalized service, and our clients stay with us because of the level of care and expert guidance they receive. We provide tailored, comprehensive solutions designed around each client's unique circumstances and goals, integrating financial, retirement, tax, and investment planning. No matter the life stage, we serve as our clients' advocates, helping them navigate the complexities of their financial journey. We are expanding our team and hiring an Administrative Assistant to support our Advisors and our clients. In this role, you are the first person the client or prospect will typically meet and interact with and will set the stage for a friendly and professional experience. You will proact...