It is time to explore new challenges in your career. Beacon Wealth Advisory is an independent, privately-owned, financial services company in Overland Park, KS. We are looking to add a full-time office manager to our team.

Our Investments in You:

• Health Insurance
• Paid Time Off
• Paid gym membership
• Bonus opportunities
• Fun company culture – team lunches & events

The Expertise We’re Looking For:

• Prior Office Management/Administrative Experience (Required)
• Prior Experience in Personnel Management (Required)
• Proficiency with Microsoft Office suite, including Excel (Required)
• High school degree (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Office Manager:

• Able to communicate verbally and in writing
• Able to effectively manage and delegate tasks
• Knowledge of business and management principles involved in strategic planning, resource allocation, leadership techniques and coordination of people and resources

What You Will Be Responsible For:

• Oversee all operations and personnel within the administrative functions of organization
• Oversee billing and expenses functions of organization
• Be the subject matter expert in all administrative systems
• Handle day-to-day client transactions and problem resolution, escalate items as needed
• Create and manage the training plan for all employees
• Develop, report and manage all administrative productivity metrics
• Assist in completing new account paperwork and annuity and life insurance applications
• Follow-up with insurance companies and other third-parties for case updates
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Obtain necessary documents and signatures from clients for carrier approval
• Track application process
• Complete all new licensing requirements
• Enter pertinent data in CRM and other technology platforms
• Prepare needed information, reports and materials for consumer appointments
• Provide day-to-day management of company including directing employees under your supervision
• Recruit prospective employees
• Partner with CEO to discipline and discharge employees
• Effectively manage time and attendance system for all assigned employees
• All other duties as assigned

Pay: $70,000 bonus opportunities

Check out our website: https://beaconwealthadvisory.com/index.html

Find us on: Women & Finances – Channel 5 News

Community Engagement: Gradient Gives Back

If you feel like we would be a good fit for each other, apply now!

Job Type: Full-time

Pay: $70,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• High school or equivalent (Required)

Experience:

• Office management: 5 years (Required)
• Microsoft Office: 5 years (Required)
• Administrative: 5 years (Required)

Ability to Commute:

• Overland Park, KS 66213 (Required)

Ability to Relocate:

• Overland Park, KS 66213: Relocate before starting work (Required)

Work Location: In person