J BLACK FINANCIAL GROUP · 1 hour ago
Administrative Coordinator
Leawood, KS
Full-time
Onsite
New Grad, Entry LevelJ BLACK FINANCIAL GROUP is a successful and rapidly growing boutique wealth management firm, seeking an Administrative Coordinator to join their dynamic team. This role is essential in supporting the business and enhancing the client experience by managing schedules, onboarding clients, and providing administrative support.
Financial Services
Responsibilities
Manage and coordinate calendars ensuring schedules are organized and aligned with business needs
Onboard new Clients and Prospects in a professional, timely manner
Answer routine client service requests and questions
Maintain client records and document client communications
Plan and manage all Team events
Coordinate Client gifts and J BLACK FINANCIAL GROUP merch
Provide administrative and office support
Work collaboratively and interdependently with Team Members
Qualification
Required
Bachelors' Degree in relevant field or equivalent work experience
High attention to detail
Ability to prioritize and follow-through with tasks efficiently
Strong verbal and written communication, internal and external
Always do what's in the client's best interest
Professionalism, high standards and diligence
Champions positivity in a fun, collaborative, energic team environment
Maintains highest levels of client confidentiality
Familiarity with Microsoft Systems (Outlook, OneDrive, OneNote, Excel)
Benefits
Health insurance
Maternity & Paternity leave
Short-term and Long-term disability insurance
Life insurance
401(K) with employer match
Loyalty Program
Paid Time Off
Team Events and Outings
Company
J BLACK FINANCIAL GROUP
We make a difference in thoughtful, caring, receptive people's lives by helping them make sound financial decisions and preventing them from making poor ones.
Founded in 1994
2-10 employees
Funding
Current Stage
Early StageLeadership Team
John Black, CFP®, ChFC®, CLU®, CASL®
Founder I CEO I Wealth Management Advisor
Company data provided by crunchbase