Administrative Assistant
Magellan Financial Magellan Financial Omaha, NE Omaha, NE Full-time Full-time $35,000 - $45,000 a year $35,000 - $45,000 a year 2 days ago 2 days ago 2 days ago Company Info:
Become part of the esteemed team at Stonebridge Insurance & Wealth Management in Omaha, Nebraska.
As an independent entity, we pride ourselves on a distinguished track record of over 15 years in wealth management and developing successful retirement strategies.
Our dedication is focused on empowering our clients to make wise and strategic financial decisions by providing them with the essential knowledge and resources they need.
Position:
Administrative Assistant Salary:
$40,000-$45,000 Role
Summary:
We are actively seeking an Administrative Assistant to fill a key role in our team.
This position is crucial for client onboarding, addressing inquiries, overseeing important documents, and enhancing overall client satisfaction.
Your significant contributions in these areas will directly impact the growth of our firm.
Duties:
Streamline client onboarding.
Provide superior client service.
Oversee investment and insurance paperwork.
Gather client feedback and assess satisfaction.
Partner with the advisory team to achieve service goals.
Basic Requirements:
High school diploma (Bachelor's preferred).
Experience in financial client service.
Knowledge of investment or insurance paperwork.
Strong communication, multitasking, and time-management skills.
Preferred Skills:
Deep understanding of financial documents.
Familiarity with the financial sector and products.
Proficiency in CRM platforms.
Problem-solving aptitude with a client-centric mindset.
Why Choose Stonebridge? Join a progressive team that values innovation and career growth.
Enjoy competitive pay, a supportive environment, and numerous advancement opportunities.
Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type:
Full-time Pay:
$35,000.
00 - $45,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Become part of the esteemed team at Stonebridge Insurance & Wealth Management in Omaha, Nebraska.
As an independent entity, we pride ourselves on a distinguished track record of over 15 years in wealth management and developing successful retirement strategies.
Our dedication is focused on empowering our clients to make wise and strategic financial decisions by providing them with the essential knowledge and resources they need.
Position:
Administrative Assistant Salary:
$40,000-$45,000 Role
Summary:
We are actively seeking an Administrative Assistant to fill a key role in our team.
This position is crucial for client onboarding, addressing inquiries, overseeing important documents, and enhancing overall client satisfaction.
Your significant contributions in these areas will directly impact the growth of our firm.
Duties:
Streamline client onboarding.
Provide superior client service.
Oversee investment and insurance paperwork.
Gather client feedback and assess satisfaction.
Partner with the advisory team to achieve service goals.
Basic Requirements:
High school diploma (Bachelor's preferred).
Experience in financial client service.
Knowledge of investment or insurance paperwork.
Strong communication, multitasking, and time-management skills.
Preferred Skills:
Deep understanding of financial documents.
Familiarity with the financial sector and products.
Proficiency in CRM platforms.
Problem-solving aptitude with a client-centric mindset.
Why Choose Stonebridge? Join a progressive team that values innovation and career growth.
Enjoy competitive pay, a supportive environment, and numerous advancement opportunities.
Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type:
Full-time Pay:
$35,000.
00 - $45,000.
00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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