Administrative Assistant Job at CoreNorth Capital Planning in Wichita

Company Description

CoreNorth Capital Planning is dedicated to enriching our community’s wealth by forming unique relationships through a financial process tailored to each individual. As an independent financial professional, we prioritize offering objective guidance without the pressure of corporate interests, ensuring the best outcomes for our clients. Securities and advisory services are provided through Cambridge Investment Research Inc., ensuring compliance and quality service. Our headquarters is located in Wichita, KS. CoreNorth Capital Planning, LLC, and Cambridge Investment Research Inc. are committed to being Equal Opportunity Employers and Affirmative Action Employers.

Role Description

This is a full-time on-site role for an Administrative Assistant located in Wichita, KS. The Administrative Assistant will manage daily clerical tasks, including answering phones, managing schedules, and providing support to executive staff. This role requires strong organizational skills and attention to detail to ensure smooth office operations. The individual will handle correspondence, prepare documents, and coordinate meetings and events.

Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Phone Etiquette and Communication skills
• Clerical skills
• Excellent organizational and time-management skills
• Proficiency in Microsoft Office Suite
• Experience in the financial industry is a plus
• High school diploma or equivalent; Bachelor's degree is preferred

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Administrative

Industries

• Investment Management

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.