Job Description

We seek a dedicated and detail-oriented Administrative Assistant to support a financial advisor in our corporate office in Overland Park, KS. Our mission is to inspire people to achieve their life’s ambitions, and we are looking for someone who shares our values of professionalism, integrity, and service excellence. This role is ideal for someone who thrives in a dynamic environment, is highly organized, and enjoys being integral to a collaborative and client-focused team.

Objectives : The Administrative Assistant plays a critical role in supporting the operations of a financial advisor by delivering high-quality administrative and client service support. This position requires a detail-oriented professional who can accurately prepare, process, and track client paperwork and transactions—including distributions—while ensuring strict compliance with regulatory guidelines.

The ideal candidate will possess strong written and verbal communication skills, the ability to prioritize and manage multiple tasks under pressure, and a commitment to exceptional customer service. A problem-solver by nature, the Administrative Assistant must be adept at researching and resolving account-related issues efficiently. Success in this role requires a self-starter who works well independently and collaboratively, consistently meeting or exceeding deadlines while making sound business decisions in the best interest of the client and the firm.

Our Standards : Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, our associates must display:

• Ability to work and make decisions independently, with minimal supervision.
• Excellent written and verbal communication skills.
• Excellent client service skills.
• Comfortable with presenting to senior leaders.
• Superior attention to tasks, detail and follow through.
• Excellent organizational and time-management skills; ability to react appropriately to situations and events that require quick response or turnaround.
• Ability to prioritize and manage multiple tasks, projects, and assignments.
• Ability to adapt quickly and positively to change.
• Team player and collaborator; invest in building long-lasting relationships both externally and internally.
• Must possess a will-do/cando attitude.
• High standards of professionalism, ethics, confidentiality, and integrity will be paramount for this role

Requirements:

• Demonstrates ability to accurately prepare, process accurately, and track documentation for both new and existing clients.
• Experience in handling client distributions with precision and timeliness.
• Strong organizational skills with the ability to effectively manage multiple tasks and competing priorities.
• Commitment to delivering exceptional customer service with a client-first mindset.
• Excellent written and verbal communication skills, with the ability to convey information clearly and professionally.
• Ability to remain composed under pressure, actively listen, and make well-informed business decisions that align with client needs and firm objectives.
• Skilled in researching and resolving account-related inquiries in a prompt and efficient manner.
• Knowledge of and adherence to all relevant regulatory and compliance requirements.
• Track record of consistently meeting or exceeding deadlines and performance expectations.
• Capable of working independently with minimal supervision while also contributing positively within a team environment.

Education/Experience

· High school Diploma required

· Bachelor's Degree preferred or equivalent financial services industry experience

· Series 65 preferred

· Financial Services Industry experience preferred

· Google Suite, Salesforce, Microsoft Suite, Adobe skills required

· Successful completion of industry standard background screening required

Benefits:

· Health, Dental, Vision, Group Life & Disability, HSA

· 401(k)

· Healthjoy

· Generous PTO

· 12 Paid Holidays

· EAP

· Voluntary Group Life and AD&D, Aflac, and Nationwide Pet Insurance

Prime Capital Financial (“[Prime]”)

Prime Capital Financial is a Registered Investment Advisor (“RIA”) with over $30 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 60 offices throughout the country. PCIA operates primarily through four brands. Prime Financial Wealth serves over 15,000 individual wealth management households and provides a full array of services, from financial planning to investment management. Prime Family Office provides bespoke financial, accounting, estate planning, and advisory services to ultra-high net

worth families. Prime Financial Retirement delivers retirement plan consulting services to employers across the US, serving 800 employers and several hundred thousand retirement plan participants. Prime Financial Wellness provides financial wellness, education, and asset management services to retirement participants and data analytics services to employers.

Job Tags

Similar Jobs