A financial services client of Insight Global is seeking an Executive Assistant to join their team in the Kansas City, MO area. This is a direct hire/permanent opportunity, and will require to be on-site five days per week.
Responsibilities include but are not limited to:
Prepare and process client account paperwork.
Process and monitor transactions.
Compliance coordination and submission.
Answer incoming calls.
Schedule appointments.
Prepare client review materials.
Provide excellent service to clients.
Assist team members with various projects
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
- Three to five years of Financial Services experience. Financial Services background is required.
- National finances services (NFS) platform OR Pershing Platform experience
- Mutual funds experience
- Previous Broker Dealer, RAA or Financial Services office experience preferred.
- Experience with account applications.
- Experience with money movement transactions.
- Experience with compliance rules and regulations of a Financial Services office.
- A strong desire to provide excellent customer service.
- Strong ability to perform duties related to an administrative office.
- Experience using Microsoft Word, Excel and Power Point.
- Excellent organizational, critical thinking, verbal and written skills.
- Ability to work well independently or with others.
- Typing skills of 50 wpm
- Strong work ethic.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.