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Advisors Excel
Advisors Excel

56 Advisors Excel Office Manager Jobs Hiring Near You

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$13 - $17.25/hr

WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Account Management Intern

Topeka, KS · On-site

$13.75 - $17.50/hr

Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Detail oriented ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Director of AI Enablement

Lenexa, KS · On-site

Join Advisors Excel and help shape what's next! What you'll do: * Build our AI enablement program ... Develop role-based training, playbooks, prompt libraries, office hours, and other resources that ...

Advisors Excel

Account Management Intern

Topeka, KS · On-site

$15 - $19/hr

Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Detail oriented ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Creative Operations Intern

Topeka, KS · On-site

$13.25 - $17.25/hr

Help manage the Digital Asset Management (DAM) system by organizing, naming, and tagging assets ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel, LLC

$150 - $190/hr

Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...

Advisors Excel

Life Reporting Intern

Topeka, KS · On-site

$13 - $17.25/hr

Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Ability to ... Ability to independently manage projects/tasks while navigating a variety of competing priorities

Advisors Excel

Life Reporting Intern

Topeka, KS · On-site

$14 - $18.75/hr

Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Ability to ... Ability to independently manage projects/tasks while navigating a variety of competing priorities

Advisors Excel

Digital Marketing Associate

Lenexa, KS · On-site

Digital Marketing Manager Location: Topeka, KS - Onsite Overview: Advisors Excel is on the hunt for a passionate and driven Digital Marketing Associate to join our dynamic and growing Digital Team.

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... Correspond with advisors and their office staff on the status of pending business Experience you'll ...

Advisors Excel

Onboarding Liaison

Topeka, KS · On-site

Contract & Licensing Onboarding Manager Location: Topeka, KS - Onsite Overview: Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their ...

Advisors Excel

Web Production Artist

Topeka, KS · On-site

Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join ... Work closely with art directors, web designers and account managers * Update and maintain digital ...

Advisors Excel

Creative Operations Intern

Topeka, KS · On-site

$14.25 - $18.75/hr

Help manage the Digital Asset Management (DAM) system by organizing, naming, and tagging assets ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

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Infographic showing various Office Manager job openings at Advisors Excel in the United States as of August 2026, with employment types broken down into 17% Internship, 80% Full Time, and 3% Part Time. Highlights an 100% Physical job distribution.

Advisor Service Associate

Advisors Excel

Topeka, KS • On-site

$13 - $17.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

Position: Advisor Service Associate
Department: WM Operations
Reporting to: WM Operations Manager
Location: Topeka, KS - Onsite
Overview:
If you enjoy a fast-paced, ever-changing environment, then our Advisor Service Associate position might be the job for you. This team is responsible for reviewing documents, following up on pending business and handling customer service calls. They are tasked with providing world-class service while they support our producers on a daily basis.
What you’ll do:
  • Input, review, and submit new account applications and service documents
  • Provide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff
  • Conduct calls/emails to follow up on pending applications to ensure they are being processed in a timely manner
Experience you’ll bring:
  • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
  • Outstanding communication skills, particularly can build rapport over the phone with a variety of personality types
  • Ability to work independently, but also as a collaborative team member
  • PC proficiency, ability to work on several platforms at once
Bonus Points:
  • Security license(s)
  • Previous experience working in the financial services industry
  • Previous customer service experience
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.
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