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Office Assistant Client Services (read the full description)

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Wise Choices Financial LLC

Independence, MO (In Person)

$45,864 Salary, Full-Time

Posted 2 days ago (Updated 3 hours ago) • Actively hiring

Expires 6/12/2026

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Job 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

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