Advisors Excel · 16 hours ago
Administrative Assistant
Topeka Metropolitan Area
Full-time
Onsite
Entry Level
2+ years expAdvisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in various areas of their business. The Finance Administrative Assistant will support the Finance team by managing schedules, coordinating meetings, and preparing confidential correspondence, while ensuring accuracy in customer and vendor data within the ERP system.
ConsultingFinancial ServicesMarketing
Responsibilities
Coordinate the CFO and VP of Finance calendars and schedule meetings
Set up and maintain customer and vendor data in the ERP system, ensuring accuracy and compliance
Reserve conference rooms, arrange catered meals, and organize meeting logistics
Prepare and submit expense reports, confidential correspondence, and month-end operational reports
Handle incoming/outgoing mail, organize department activities with the Fun Committee, and support team efficiency
Assist with special projects, including training support and process improvements as directed by management
Maintain strict confidentiality and perform additional duties as assigned
Qualification
Required
2-3+ years administrative support experience
Excellent customer service skills
PC knowledge, including MS Word, Excel, Outlook, Visio, PowerPoint, and the ability to learn other systems as necessary
Ability to manage multiple tasks in a fast-paced environment
Ability to participate effectively as a team member
Ability to take initiative and work independently
Ability to communicate effectively with all levels of internal and external customers
Ability to interact effectively with other departments to assure a team environment
Detail-oriented, motivated, dependable, and quality-oriented
Ability to stay organized
Preferred
Bachelor's degree in a related field
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee-sponsored events…and more!
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase