Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to our team and help us achieve our organizational goals. Your role is key to ensuring plans are made, schedules are set, meetings happen on time, and files are neatly organized and up-to-date. Ideal candidates are proactive, love diving into projects, working with others, and are interested in playing a big role in the vision of our organization. If this sounds like you, apply below! Responsibilities: • CRM – Maintain and update CRM records, including client contact records, marketing lists, and running reports • Client Meetings – Directing the client experience from the time the meeting is scheduled to greeting the clients in-office for their meeting, including assisting with meeting prep, pre-meeting reminders, creating referral lists, family trees • Client Reception – Maintain a warm and friendly disposition for our clients and partners while answering the main phone line for the firm as well as ensuring the clients have a welcoming experience when in-office • Administrative – Maintain advisors’ licensing requirements, book travel, order supplies, track receipts and other firm administration needs • Qualified Plan Service – Assist plan sponsors and plan participants with day-to-day service needs. Qualifications: • Proficiency with Microsoft applications, CRM applications and information retrieval software • 2 or more years experience working in an office • Local within KC area with availability to work in-office M-F • Ability to maintain confidentiality • Excellent interpersonal, listening and client relationship building skills • Strong critical thinking and problem-solving skills • Strong attention to detail with the ability to work with a high degree of accuracy • Ability to look beyond the obvious and not stop at the first answers • Able to work both independently and in a team • Able to generate possible solutions when seeking assistance • Desire for continuous learning Compensation: $50,000 - $60,000 yearly

• CRM – Maintain and update CRM records, including client contact records, marketing lists, and running reports • Client Meetings – Directing the client experience from the time the meeting is scheduled to greeting the clients in-office for their meeting, including assisting with meeting prep, pre-meeting reminders, creating referral lists, family trees • Client Reception – Maintain a warm and friendly disposition for our clients and partners while answering the main phone line for the firm as well as ensuring the clients have a welcoming experience when in-office • Administrative – Maintain advisors’ licensing requirements, book travel, order supplies, track receipts and other firm administration needs • Qualified Plan Service – Assist plan sponsors and plan participants with day-to-day service needs.