Mader Shannon Wealth Management is a national boutique financial services firm based in Kansas City, Missouri. We are a growing organization that prides itself on providing personalized, high-quality financial solutions to our diverse clientele. We seek an experienced Administrative Coordinator to support the team and enhance our client experience.

Position Overview: The Administrative Coordinator will provide high-level administrative support and play a key role in client support and office management. This position requires a proactive, detail-oriented individual with excellent organizational and communication skills.

KEY RESPONSIBILITIES

Executive Support:

• Provide comprehensive administrative support to the President, including managing schedules, arranging meetings, and handling correspondence.
• Prepare and edit documents, presentations, and reports.
• Coordinate travel arrangements and itineraries.

Client Support:

• Serve as a primary point of contact for clients, addressing inquiries and resolving issues to retain business and enhance client satisfaction.
• Assist in on-boarding new clients, ensuring a smooth and welcoming process.
• Support other client representatives in the sales and service process, contributing to a cohesive and efficient team environment.
• Gather and manage data for building and maintaining complex client financial plans, collaborating with other planners.

Office Management:

• Oversee office organization and management, including event planning, scheduling, supply purchasing, and expense management.
• Maintain and update client relationship databases (CRM), ensuring accurate and current information.
• Organize and manage office records and files.

Qualifications:

• Bachelor’s degree or equivalent experience preferred.
• Minimum of 5 years of experience in a support capacity, preferably in the financial services industry.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent organizational, time management, and multitasking skills.
• Superior verbal and written communication skills.
• High level of discretion and confidentiality.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance.
• Retirement plan with employer matching.
• Generous paid time off and holidays.
• Professional development opportunities.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Work Location: In person