Account and Office Administrator

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match 
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans 
• Dependent Care and Flexible Spending Accounts 
• Paid Time Off  
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Account and Office Administrator 

Job Summary 

The Account and Office Administrator will provide elite service to our financial advisors and their clients. You will operate within Raymond James, Schwab, Black Diamond, and Microsoft systems and processes to provide excellent administration on client account opening and servicing. Additionally, you will be positioned to build quality relationships with clients by providing friendly reception and impactful client communication. You will be responsible for maintaining a well-resourced office environment and have the opportunity to keep things organized for the team. If you like variety and the opportunity to impact several areas of operations within a small team all while being highly organized, you could be a great fit! This position is non-exempt and located onsite in our Wichita, KS office. The salary range is $46,000-51,000.  

The Account and Office Administrator will report to the Investment Administration Manager. 

Responsibilities include, but are not limited to: 

1. Processing Money Movement requests including contributions and distributions 

1. Processing trades as requested by advisors 

1. Tracking Required Minimum Distributions and retirement contributions on all advisor accounts 

1. Timely responses to client and advisor requests via phone call and email 

1. Opening and maintaining client accounts 

1. Initiating and completing account transfers and rollovers 

1. Depositing checks 

1. Filling out paperwork for client signatures 

1. Running portfolio reporting as requested by advisors 

1. Maintaining client contact records 

1. Stocking office supplies and operating office equipment 

1. Greeting visitors at the front desk 

1. Distributing incoming and outgoing mail and packages 

1. Assisting with technology needs in the conference room 

1. Staying current with industry terminology and continuing education 

1. Coordinating with Keating operations team on facilities maintenance 

1. All other duties as assigned or directly related to unique ability 

Desired skills include, but are not limited to: 

• Strong attention to detail 

• Able to exercise independent judgment and maintain ethics 

• Deliver clear, effective communication across all mediums 

• Takes initiative to solve problems 

• Personable, service oriented, and collaborative 

• Savvy with new technology 

• Strong follow through and organizational skills  

• Comfortable with numbers, reports, and spreadsheets  

• Demonstrated habit of going above and beyond in customer service 

• Collaborates well with leaders and colleagues 

• Investment and/or financial professional experience a huge plus! 

Salary : $46,000 - $51,000