Office Assistant Client Services (read the full description)

Position Overview Wise Choices Financial is seeking a dependable, detail-oriented Office Assistant for a full-time, in-office position in Independence, Missouri. This role supports client service, scheduling, administrative workflows, and Client Relationship Software management across both financial planning and Medicare divisions. Responsibilities

• Schedule and confirm client appointments
• Respond to routine client service requests
• Maintain Client Relationship Software records
• Track follow-ups and task completion
• Prepare client meeting materials
• Assist with document processing and status tracking
• Support office operations and client events Who Thrives in This Role This role is best suited for individuals who bring prior professional experience and are seeking a stable and structured office environment.

Many successful candidates come from prior leadership or management backgrounds and value organization, accountability, and consistent follow-through. Schedule Weekday business hours No weekends No late nights or early mornings Seasonal increase in activity (Oct-Dec) Occasional early evening events Compensation $20/hour during training $940/week salary after training Performance-based increases available To apply , please email your resume to team@wcf-kc.com. Please include the words "Office Assistant Application" in the subject line, along with a brief note introducing yourself and what attracted you to this role.

Pay:

$20.00 - $24.10 per hour

Work Location:

In person