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Financial Advisor Office Assistant
Job
Waddell & Reed
Great Bend, KS (In Person)
Part-Time
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Job Description
This job is for two part time positions at the same location, Monday through Friday 8:30am to 4:30pm. Time will be split between two financial advisors. Hourly Wage at $14.00 per hour with employer match for retirement plan. Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service Interact with clients in person and over the phone Prepare and review new account paperwork Facilitate and resolve client service requests Apply a working knowledge of operations/client-service processes Work independently, effectively, and efficiently Ensure paperwork is prepared and provided for all client meetings Handle confidential and/or sensitive information responsibly Maintain admin functions of the office such as office supplies and mail Perform other duties as assigned