What are the responsibilities and job description for the Senior Administrative Assistant - Hybrid position at Mariner?
Job Description
We are seeking a Senior Administrative Assistant to support the corporate development and strategy team (“CD&S”) in the execution of acquisition and integration processes and project-based activities. The ideal candidate is extremely organized, detail-oriented and thrives in a fast-paced, ever-changing environment. This is a fun and challenging opportunity to grow professionally and personally.
Responsibilities
We are seeking a Senior Administrative Assistant to support the corporate development and strategy team (“CD&S”) in the execution of acquisition and integration processes and project-based activities. The ideal candidate is extremely organized, detail-oriented and thrives in a fast-paced, ever-changing environment. This is a fun and challenging opportunity to grow professionally and personally.
Responsibilities
- Manage and organize administrative sales activities and processes related to the addition of advisor talent
- Coordinate meeting logistics, including scheduling, travel, catering and communication of key information to all stakeholders
- Maintain detailed recordkeeping, prospect tracking and reporting throughout the various phases of the acquisition and onboarding process
- Organize the team delivery on all commitments, pending action items and follow-ups
- Serve as a liaison and point of contact for internal departments and business functions, especially between the CD&S sales and execution teams, to ensure workflows run smoothly and accurately and all are updated throughout the process
- Represent Mariner Wealth Advisors with the utmost professionalism and positivity
- Maintain complete confidentiality at all times
- Host meetings, both in person (in Overland Park, KS) and virtual (via Zoom)
- Provide administrative support to the team
- 3 years’ experience working in an administrative-related position in a professional environment (experience in the financial services industry is a plus)
- Excellent organization and time management skills
- Strong attention to detail and accuracy; conscientious about producing consistent, quality work
- Highly effective interpersonal and relationship management skills
- Ability to host meetings (both in person and virtual), greet guests, progress conversations, and make others feel comfortable and welcome
- Effective oral and written communication skills
- Strong aptitude to leverage technology tools and applications
- Proficiency with Microsoft Office products; exposure to prospect tracking systems
- Ability to multi-task and effectively drive completion of tasks and workflows in fast-paced environment
- Experience in a professional office environment providing a high level of service and/or support
