Administrative Assistant

Administrative Assistant – HDQ Wealth (In-Office Position)

Job Overview
HDQ Wealth is seeking a proactive and detail-oriented Administrative Assistant to join our team in Kansas City. This role is essential to ensuring smooth day-to-day operations, supporting advisors and executives, and delivering an exceptional client experience. The ideal candidate will be highly organized, tech-savvy, and professional, with the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Serve as the first point of contact for clients and visitors, providing a warm and professional experience.
• Manage office operations, including answering and directing calls with excellent phone etiquette.
• Schedule appointments, maintain calendars, and coordinate meetings for advisors and executives.
• Prepare and edit documents using Microsoft 365 Suite (Word, Excel, PowerPoint, Outlook).
• Maintain organized filing systems and perform accurate data entry.
• Support client service by responding promptly to inquiries and ensuring follow-up.
• Proofread correspondence and reports for accuracy and professionalism.
• Handle general office tasks such as event management, snack inventory, mail distribution, photocopying, and supply management.
• Provide occasional personal assistant support, including prioritizing tasks and managing deadlines.

Qualifications

• Previous experience in administrative or office support roles; experience in financial services is preferred but not required.
• Strong proficiency in Microsoft 365 Suite (Word, Excel, PowerPoint, Outlook).
• Excellent organizational skills and ability to multitask effectively.
• Professional communication skills and exceptional phone etiquette.
• High attention to detail and strong proofreading ability.
• Experience with calendar management and office operations.
• College degree is preferred but not required.
• Bilingual abilities are a plus.

Why Join HDQ Wealth?
This is an opportunity to be part of a growing, client-focused wealth management firm that values professionalism, reliability, and excellence. You'll work closely with a dynamic team and play a key role in delivering a high-touch experience to our clients.

Job Types: Full-time, Part-time

Pay: $ $25.00 per hour

Expected hours: 20 – 40 per week

Work Location: In person