Hybrid/Remote Administrative Support Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Kingsview Partners · 1 day ago

Hybrid/Remote Administrative Support Specialist

positionUSA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$40K/yr - $50K/yr
date2+ years exp

Kingsview Partners is a fast-growing independent advisory partnership focused on financial planning and investment management. They are seeking an Administrative Support Specialist to provide administrative support and assist with paperwork processing during the opening of new branch offices, which involves extensive travel across the United States.

Financial ExchangesFinancial ServicesPersonal Finance

Responsibilities

You will travel approximately 3 weeks on-site, opening new branch offices and then working in office/remote to continue to support before the next branch office join
You will build on your administrative skills and help the firm achieve its growth targets
You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients’ financial well-being
You will be rewarded financially by performing in a vibrant atmosphere with like-minded peers
You will have the opportunity to develop skills that allow you to succeed at future opportunities within the firm
Extensive travel is required

Qualification

Administrative experienceWealth Management IndustryPaperwork processingGoal settingClient educationTravel readinessTrust buildingBrand advocacy

Required

Extensive administrative experience processing paperwork in the Wealth Management Industry
You've set and accomplished goals in the past, personal or professional
A desire to be the first impression and advocate of our brand
An activist to promote our unique view of the finance industry
Educate financial advisors and clients on the benefits of our unique approach
A commitment to achieving results while instilling trust
You're excited for an experience as a traveling operations professional
High school or equivalent (Required)
Administrative: 2 years (Required)
Financial Industry: 1 year (Required)
Willingness to travel: 75% (Required)

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Company

Kingsview Partners

twittertwitter
company-logo
Kingsview Partners is a Financial Services for financial Planning and Portfolio and Investment Management.
dateFounded in 2014
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
https://www.kingsview.com/

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Aaron Das
Partner | Wealth Manager
linkedin
leader-logo
Alan Yakuboff
Partner/Wealth Manager
linkedin
Company data provided by crunchbase