Overview
Project Support Assistant Jobs in Overland Park, KS at Black & Veatch Corporation
Overview
This role specializes in client service, client onboarding, and processing paperwork promptly and accurately. This assistant will create systems and processes for all back end functions to the needs of the Financial Advisor. This role serves in all capacities to allow the Financial Advisor the ability to focus their energy on seeing/building client relationships. They are a communication liaison between the home office, the Financial Advisor and network office support team and clients. No sales duties required. No advice will be given to clients.
Qualifications
· Trainable, fast learner and strong attention to detail.
· Willingness to learn the functionalities of investments, insurance, and retirement planning. Experience not required.
· Desire to continuously improve internal systems & processes of the business.
· Excellent oral and written communication skills.
· Provide administrative support by organizing schedules, managing calendars, and coordinating meetings.
· Maintain accurate records and files, ensuring all documentation is properly organized and easily accessible.
· Exhibit strong phone etiquette when answering calls, directing inquiries, and providing information to clients.
· Ability to work in a fast-paced environment.
· Ability to work both independently and on a team.
· Ability to maintain confidentiality, must pass background check and fingerprints.
Experience
Proven experience in an administrative role or similar position is preferred.
Strong computer literacy with CRM experience is preferred.
Experience with calendar management and organizational tasks is essential.
Excellent proofreading skills with attention to detail are required.
If you are an organized individual who thrives in a dynamic environment and possesses the skills outlined above, we encourage you to apply for this exciting opportunity as an Administrative Coordinator.
Job Type: Full-time
Pay: $50,000.00 – $60,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Ability to Commute:
Phoenix, AZ 85016 (Required)
Ability to Relocate:
Phoenix, AZ 85016: Relocate before starting work (Required)
Work Location: In person
Title: Project Support Assistant
Company: Black & Veatch Corporation
Location: Overland Park, KS
