Team Support Specialist
Topeka, KS · Hybrid
Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and ... Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio) * Highly organized ...
46 Advisors Excel Client Relations Manager Jobs Hiring Near You
Team Support Specialist
Topeka, KS · Hybrid
Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and ... Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio) * Highly organized ...
Tax Accountant
Lenexa, KS · On-site
We're looking for someone who is technically strong, detail-oriented, and confident in managing ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Tax Accountant
Lenexa, KS · On-site
We're looking for someone who is technically strong, detail-oriented, and confident in managing ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Manage executive calendars, travel, meetings, expenses, and inboxes * Coordinate team meetings ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Manage executive calendars, travel, meetings, expenses, and inboxes * Coordinate team meetings ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
Team Support Specialist
Topeka, KS · On-site
Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and ... Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio) * Highly organized ...
Team Support Specialist
Topeka, KS · On-site
Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and ... Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio) * Highly organized ...
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
Surveillance Compliance Intern
Topeka, KS · On-site
$33K - $40K/yr
Compliance Manager Location: Topeka, KS - Onsite Overview: Are you ready to kickstart your career ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Surveillance Compliance Intern
Topeka, KS · On-site
$33K - $40K/yr
Compliance Manager Location: Topeka, KS - Onsite Overview: Are you ready to kickstart your career ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$14 - $18.75/hr
Ability to independently manage projects/tasks while navigating a variety of competing priorities ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$14 - $18.75/hr
Ability to independently manage projects/tasks while navigating a variety of competing priorities ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
What you'll do: * Regularly test and manage electronic communication tools to track advisors ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
What you'll do: * Regularly test and manage electronic communication tools to track advisors ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Surveillance Compliance Intern
Topeka, KS · On-site
$37K - $45K/yr
Compliance Manager Location: Topeka, KS - Onsite Overview: Are you ready to kickstart your career ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Surveillance Compliance Intern
Topeka, KS · On-site
$37K - $45K/yr
Compliance Manager Location: Topeka, KS - Onsite Overview: Are you ready to kickstart your career ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
What you'll do: * Review and process daily trade ticket notifications from advisors * Manage ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
What you'll do: * Review and process daily trade ticket notifications from advisors * Manage ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Trading Support Specialist
Topeka, KS · On-site
What you'll do: * Review and process daily trade ticket notifications from advisors * Manage ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Trading Support Specialist
Topeka, KS · On-site
What you'll do: * Review and process daily trade ticket notifications from advisors * Manage ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
The Regulatory Legal Assistant will manage high-priority cases, perform thorough analyses of ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
The Regulatory Legal Assistant will manage high-priority cases, perform thorough analyses of ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Executive VP of Life Insurance Sales
Topeka, KS · On-site
$150 - $200/hr
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
Executive VP of Life Insurance Sales
Topeka, KS · On-site
$150 - $200/hr
... Excel in external meetings, events, and industry forums. * Partner cross-functionally to improve ... Experience managing complex relationships across advisors, carriers, and internal stakeholders.
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... Experience presenting to advisors, leading client-facing discussions, or speaking at conferences ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... Experience presenting to advisors, leading client-facing discussions, or speaking at conferences ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... Experience presenting to advisors, leading client-facing discussions, or speaking at conferences ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... Experience presenting to advisors, leading client-facing discussions, or speaking at conferences ...
Marketing Data Analyst
Topeka, KS · On-site
Manage and maintain marketing data within our data lake, ensuring accuracy and data quality ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Marketing Data Analyst
Topeka, KS · On-site
Manage and maintain marketing data within our data lake, ensuring accuracy and data quality ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Manage and maintain marketing data within our data lake, ensuring accuracy and data quality ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Manage and maintain marketing data within our data lake, ensuring accuracy and data quality ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Advisors Excel Jobs Information
What other companies are hiring for Client Relations Manager jobs?
What are the most popular jobs at Advisors Excel?
What are the most popular categories at Advisors Excel?
Full-time
Medical, Dental, Vision, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
Position: Team Support Specialist
Department: Annuity Marketing
Reporting to: VP of Advisor Development (Team Main)
Location: Topeka, KS - Onsite
Overview:
As a Team Support Specialist, you'll play a key role in keeping our team connected, organized, and moving forward. You'll partner with leadership to support recruiting, coordinate high-impact meetings and events, and help create an exceptional experience for candidates, advisors, and team members. If you thrive in a fast-paced environment, enjoy solving problems, and love bringing order to moving pieces, we'd love to meet you.
What you’ll do:
- Build and maintain recruiting pipelines by researching prospective advisors and managing prospect lists
- Coordinate recruiting events and activities, including candidate visits, office tours, executive travel, and follow-up communications
- Prepare recruiting materials, presentations, and weekly pipeline reports
- Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and other team events
- Draft and edit correspondence, presentations, and other internal and external communications
- Maintain confidentiality while supporting the team with a variety of administrative and operational tasks.
Experience you’ll bring:
- 2–3+ years of administrative, executive support, or office coordination experience
- Strong customer service and relationship-building skills
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio)
- Highly organized with the ability to manage multiple priorities in a fast-paced environment
- Self-motivated and proactive, with the ability to work independently and as part of a collaborative team
- Strong written and verbal communication skills, with the ability to interact professionally with individuals at all levels
- Detail-oriented, dependable, and committed to delivering high-quality work
- Excellent time management and problem-solving skills, with the ability to anticipate needs and adapt to changing priorities
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work amp; exemplary performance
- Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
About Advisors Excel
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Topeka, KS, US
Year founded
2005