Advisors Excel
Advisors Excel

47 Advisors Excel Project Manager Jobs Hiring Near You

Account Management Intern

Topeka, KS · On-site

$13.75 - $17.50/hr

Training Manager Location: Topeka, KS - Onsite Overview: Are you looking for an opportunity to ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Account Management Intern

Topeka, KS · On-site

$15 - $19/hr

Associate Director & Training Manager Location: Topeka, KS - Onsite Overview: Are you looking for ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

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'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 ...

Support day-to-day team operations, including advisor processes and special projects Experience you ... Excel, Outlook, PowerPoint, and Visio) * Highly organized with the ability to manage multiple ...

Life Reporting Intern

Topeka, KS · On-site

$13 - $17.25/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 ...

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 businesses ...

Join Advisors Excel and help shape what's next! What you'll do: * Build our AI enablement program ... Experience in financial services, insurance, wealth management, or another highly regulated ...

Compliance Data Intern

Topeka, KS · On-site

$33K - $40K/yr

... data management * Ability to work independently and take ownership of projects * Exceptional ... 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 ...

$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 ...

Support day-to-day team operations, including advisor processes and special projects Experience you ... Excel, Outlook, PowerPoint, and Visio) * Highly organized with the ability to manage multiple ...

Advisor Service Associate

Topeka, KS

$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 ...

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 ...

Compliance Data Intern

Topeka, KS · On-site

$37K - $45K/yr

... data management * Ability to work independently and take ownership of projects * Exceptional ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

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Account Management Intern

Advisors Excel

Topeka, KS • On-site

$13.75 - $17.50/hr

Internship

Posted 10 days ago


Job description

Position: Account Management Intern
Department: Creative Services
Reporting to: Associate Director amp; Training Manager
Location: Topeka, KS - Onsite
Overview:
Are you looking for an opportunity to build your marketing and account management skills? This role will need your enthusiasm and detail orientation as you process account tickets, orders, reports, mailing, and assist with culture events for the department. If you are passionate about providing the ultimate client experience, this ongoing, in-house internship could be perfect for you!
What you’ll do:
  • Assist with managing inboxes and communications
  • Processing overdue tickets in the account coordinator queue
  • Submit print orders
  • Submit print and web requests
  • Organize/distribute print samples to account managers
  • Send proofs to advisors
  • Assist with coordinating team outings and culture events
  • Assist account managers with weekly project cleanup
  • Assist account managers with scheduling calls and calendar invites
  • Mail out client facing materials
Experience you’ll bring:
  • Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
  • Detail oriented, focused on quality in all aspects of your work
  • Ability to manage projects/tasks while navigating a variety of competing priorities
  • Outstanding written and verbal communication skills with the ability to interact with all personality types and with all levels of staff
Bonus Points:
  • Experience with data analytics
  • Interest in project management
  • Some college credits (particularly in marketing, mass media, or business)
What you’ll get:
  • Access to an on-site café amp; gym
  • 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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