Administrative Assistant Job at ADK Wealth Advisory Group, Saint Louis, MO

ZDJLVmVjTFpjMlpCWWtJN2NNMEpmdnZmR1E9PQ==
  • ADK Wealth Advisory Group
  • Saint Louis, MO

Job Description

Job Title: Administrative Assistant

Location:  St. Louis, Missouri or Franklin, Tennessee

Job Type: Full-Time

Compensation: $42,000 - $67,000, depending on experience, pace, and effectiveness

ADK Mission:  Helping affluent and wealthy advocates design and implement a custom plan focused on pursuing life dreams and financial goals. We will do this by providing customized advice, education, and service with a truly personal relationship.

Position Summary

This hybrid role is designed to provide direct executive-level support to our Co-Founder while also serving as an integral part of administration for the paraplanning team. The ideal candidate thrives on variety, anticipates needs, communicates clearly, and stays organized in a fast-moving environment. You’ll be juggling inboxes and itineraries one moment and working alongside paraplanners in our CRM the next.

Key Responsibilities and Outcomes

Executive Support

  • Manage and organize the Co-Founder’s calendar, meetings, and daily priorities
  • Monitor and manage email inbox, flagging urgent messages and drafting responses
  • Coordinate travel arrangements and accommodations
  • Communicate professionally with clients, vendors, and internal team members
  • Assist with event planning or coordinate logistics with external event planners
  • Support the involvement with non-profit partners as needed

Team Support (Paraplanners)

  • Work daily in  WealthBox (CRM) to support team workflow and client processes
  • Open and manage new client accounts, primarily via  eSignature
  • Troubleshoot and assist clients with  AccountView access (LPL's client portal)
  • Run and prepare  Morningstar reports and  portfolio appraisals  (PMs)
  • Track advisor  licenses and continuing education (CE)through state/federal systems
  • Interface with  ClientWorks to support interactions with LPL’s home office
  • Participate in firm-wide initiatives and special projects as needed
  • Provide occasional administrative support for the non-profits we serve (up to 3–5 hours per week)

Key Competencies and What We’re Looking For

  • Strong interpersonal and written communication skills
  • Tech-savvy and detail-oriented
  • Familiarity with Microsoft Word and Excel
  • Comfort working in CRMs (experience in WealthBox is a plus)
  • Discretion and professionalism when handling sensitive information
  • Growth mindset - you're hungry to learn and improve
  • Ability to manage multiple priorities and pivot as needed
  • Previous experience in executive assistance or financial services is a plus
  • The characteristics: Strategic thinkers, planner, detail-oriented, diligent, organized, punctuality, trustworthiness, excellence, discretion

Culture & Values

We hire  A-players who love working together. Our leadership team invests in you, your growth, and your goals. We believe in excellence with a purpose - because what we do every day matters.

Compensation

  • Entry Level:  $42,000–$45,000
  • Mid-Level Experience:  $46,000–$55,000
  • Executive Assistant Level:  $57,000–$67,000

We offer competitive pay with room for growth based on the value you bring to the team. Additional benefits include health insurance and retirement plan matching.

To Apply:

Please submit your resume and a brief cover letter outlining why you're excited about this role and how your skills align to Dan Davis at [email protected]

The training period will be 100% in-office. After the training period, we support a hybrid work week.

Job Tags

Full time, Immediate start, Home office,

Similar Jobs

Morningtec

Social Media Content Strategist Job at Morningtec

1. Be responsible for the development and maintenance of social media editorial calendar;2. Be responsible for on-time delivery of critical digital content for all social media programs in certian market across the globe;3.Take ownership of social media content planning... 

The Market Social

Entry Level Sales & Marketing Representative Job at The Market Social

 ...Our client is currently hiring hardworking individuals to fill their entry-level Sales & Marketing Associate position. As a Junior Sales & Marketing Associate, you will use face-to-face marketing and sales efforts to bridge the gap between our clients, their services,... 

Korn Ferry

CFO Job at Korn Ferry

 ...The client is looking for a CFO, our client is a financial services firm that specializes in loan servicing. Key Responsibilities: Strategic Financial Leadership: Develop and implement strategies across Capital Markets, Treasury, and FP&A to support overall business... 

SIMEDHealth

PRN Medical Assistant Job at SIMEDHealth

 ...SIMEDHealth is currently seeking PRN Medical Assistants for our office in our Ocala and Lady Lake FL locations. Multiple shifts are available and are flexible based on your schedule. Employees should be able to commit to 8-16 hours per week. Medical Assistants... 

Your Tailor Made Senior Service

Home Health RN Job at Your Tailor Made Senior Service

 ...Registered Nurses with prior OASIS/Medicare Certified Visits for Adult home health assignments in McKinney and close surrounding areas....  ...- We specialize in care for Veterans Requirements: Valid RN license in Texas OASIS/Medicare Certified Visits Experience...