Benefits:

Life Insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Profit sharing

Training & development

Vision insurance

Flexible schedule

Firm / Position Summary:

The Roth Companies, Inc. provides comprehensive wealth management services to its clients including investment management, estate planning, retirement planning, business advisory and exit planning, risk management and insurance solutions, long-term care planning and tax minimization strategies. The firm focuses on helping individuals, families and business owners avoid irreversible financial mistakes, and develops unique strategies to accumulate, protect and effectively transfer assets for high-net-worth clients. The firm is a recipient of the Five Star Wealth Manager award, an award of excellence based upon various considerations such as expertise, comprehensive services and client service satisfaction.

The Roth Companies, Inc. is seeking a full-time Administrative Assistant. The Administrative Assistant performs a wide range of support activities to facilitate the efficient operation of our Overland Park office. We are looking for an energetic, self-motivated professional who thrives wearing multiple hats, is customer service-oriented and is experienced in handling sensitive matters in a timely and effective manner.

Responsibilities:

Working hours are 8:00 AM to 5:00 PM, Monday through Friday

Welcome visitors in a warm and friendly manner

Answer phones and direct calls; address questions using in-depth knowledge of company services

Communicate with colleagues, customers and various business contacts in a courteous and professional manner

Organize and ensure completion of client-related documentation

Enter new clients and qualified prospects into CRM database

Order and maintain inventory of office supplies and stationery items

Coordinate maintenance and repair of office equipment (computers, copiers, fax, etc.)

Coordinate and assist with prospect and client seminars and other firmwide special event planning

Qualifications / Characteristics:

Education: Associate degree; Bachelor’s degree a plus

Experience: 3-5 years of related work experience; or equivalent combination of work experience and education

Excellent communication skills, both written and oral

Meticulous attention to detail and follow-through

Ability to perform tasks with a high degree of accuracy and efficiency

Knowledge of standard office equipment operation

Proficient with Microsoft Office Suite (Word, PowerPoint, Outlook)

Team player willing to contribute in a variety of ways to support the broader team

What We Offer:

Medical, Dental and Vision insurance

Life insurance

Supplemental insurance

Short-term and Long-term Disability insurance

Flexible Spending Account

401(k) Retirement Plan with employer contribution

Discretionary bonus program

Client and Employee referral bonus

Career Development and Continuing Education assistance

CFP, CLU and ChFC exam assistance, support with licensing fees, and bonus

Flexible schedules

Summer Fridays

Generous paid time off

We believe people are our most important asset. By serving clients and taking the burden of financial stress off their shoulders, we understand how important relationships are. From recognizing employee milestones to providing comprehensive benefits, our service-centric approach makes The Roth Companies, Inc. a unique place to learn and grow. As a family-oriented team with a close-knit culture, we understand the importance of work-life balance and quality time with family and those closest to us. People come first here. We are committed to a diverse, equitable and inclusive culture, and providing the resources and support to help you thrive. Your well-being is a top priority, and we want your career at The Roth Companies, Inc. to be a rewarding and fulfilling experience.