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Planning Team Assistant (Entry Level)

Job

Stepp & Rothwell, Inc.

Overland Park, KS (In Person)

Full-Time

Posted 3 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/19/2026

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Job Description

Planning Team Assistant (Entry Level) at Stepp & Rothwell, Inc. Planning Team Assistant (Entry Level) at Stepp & Rothwell, Inc. in Overland Park, Kansas Posted in 15 days ago.
Type:
full-time
Job Description:
NOTE:
Must be available to work on-site in our office in Overland Park, KS. We are actively seeking mature, responsible, and motivated individuals to provide operations and administrative support and assist our team of experienced Financial Planning professionals. You must be smart, responsible, and hardworking. This is an entry-level role. We offer the most competitive salary, benefits, and defined career path in our industry. Desired Traits Organized, Mature, Efficient, Detail-Oriented, Self-Motivated, Proactive, Practical, Logical, Helpful Required Qualifications Strong organization skills and attention to detail Excellent communication skills Strong desire to learn and to take utmost pride in work Commitment to providing exceptional support to owners, founders and staff members Demonstrated computer literacy, including expert use of the entire Microsoft Office suite Time management skills Strong critical thinking skills Ability to take direction with a good attitude Think you have what it takes to have a career at one of the most prestigious financial planning firms in the country? Contact us today.