Account and Office Administrator

Keating and Associates, INC.

Account and Office Administrator

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you!

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans
• Dependent Care and Flexible Spending Accounts
• Paid Time Off
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Learn more about us at https://keatinginc.com/why-keating.

Job Summary

The Account and Office Administrator will provide elite service to our financial advisors and their clients. You will operate within Raymond James systems and resources to provide excellent administration on client account opening and servicing. Additionally, you will be positioned to build quality relationships with clients by providing friendly reception, scheduling coordination, impactful client communication, and marketing initiatives. You will be responsible for maintaining a well-resourced office environment and have the opportunity to keep things organized for the advisor practices in the office. If you like variety and the opportunity to impact several areas of operations within a small office all while being highly organized, you could be a great fit! This position is nonexempt and located in our Overland Park, KS office.

The Account and Office Administrator will report to the Investment Administration Manager.

Responsibilities include, but are not limited to:

1. processing Money Movement requests including contributions and distributions.

1. processing trades as requested by advisors.

1. tracking Required Minimum Distributions and retirement contributions.

1. timely responses to client and advisor requests.

1. initiating and completing account transfers and rollovers.

1. deposit checks.

1. running Raymond James reporting as requested by advisors.

1. maintaining client accounts and contact records.

1. Scheduling clients for financial reviews at least annually.

1. Running social media pages and website content updates.

1. Stocking office supplies .

1. Greeting visitors at the front desk.

1. Distributing incoming and outgoing mail and packages.

1. Assisting with technology needs in conference rooms.

1. other duties as assigned.

Desired skills include, but are not limited to:

• Strong attention to detail
• Able to exercise independent judgment and maintain ethics.
• Deliver clear, effective communication across all mediums.
• Takes initiative to solve problems.
• Personable, service oriented, and collaborative
• Savvy with new technology.
• Strong follow through and organizational skills - you love to get the task all the way to completion.
• Comfortable with numbers, reports, and spreadsheets.
• Demonstrated habit of going above and beyond in customer service
• Collaborates well with leaders and colleagues.
• Investment and/or financial industry experience a huge plus!