Administrative Assistant Job at Magellan Financial & Insurance Services, Inc., Springfield, MO

Zm1lUmNNUGVjbTFCWUVBNGNzRVBlUG5kR1E9PQ==
  • Magellan Financial & Insurance Services, Inc.
  • Springfield, MO

Job Description

📌 Administrative Assistant

Are you organized, proactive, and ready to be the go-to person in a growing, client-focused financial firm? Compass Financial is looking for a friendly and dependable Administrative Assistant to support our Springfield, MO office. In this vital role, you'll ensure our operations run smoothly while assisting the lead advisor with everything from scheduling to client support.

Compensation: $50,000/yr + Bonuses!

About the Role

As an Administrative Assistant at Compass Financial, you’ll be the face of our office and a key partner to the lead advisor. Your role will include managing calendars, coordinating meetings, answering phones, and assisting with account-related tasks such as opening new accounts and processing trades.

Key Responsibilities

  • Serve as the first point of contact for clients and visitors, providing a warm and professional welcome
  • Handle incoming calls and messages with professionalism and accuracy
  • Manage the advisor’s calendar and confirm appointments and meetings
  • Maintain organized client records through filing, scanning, and data entry
  • Assist with account administration, including account openings, trade processing, and paperwork for platforms like Schwab, annuity vendors, and foundations
  • Attend weekly networking meetings to help grow and maintain referral relationships
  • Provide operational and administrative backup support to the team when needed

What We’re Looking For

  • Strong communication skills with a friendly, clear, and professional demeanor
  • Excellent attention to detail and ability to manage multiple tasks simultaneously
  • Dependable and punctual, with a consistent track record of reliability
  • A polished, professional appearance and attitude appropriate for a client-facing role
  • Proven experience in administrative or office support, ideally within a financial services or professional environment
  • Comfort with learning and using client management tools (Redtail CRM experience is a plus)
  • A collaborative mindset and willingness to pitch in where needed

🌟 Join Us

Compass Financial is a retirement-focused firm built on integrity, client relationships, and community engagement. If you’re looking to grow with a respected team and take pride in the impact you make every day, we’d love to hear from you.

📨 Apply today by submitting your resume and a short introduction highlighting your administrative experience and interest in financial services.

Job Tags

Similar Jobs

Insight Global

Material Handler Job at Insight Global

 ...We are currently looking for a Material Handler onsite at our Warehouse facility in Austin, Tx. Candidates will be responsible for performing...  ...~ Inventory tracking/auditing Plusses: SAP Experience Forklift experience/certification SharePoint experience... 

Aditi Consulting

Training Program Specialist Job at Aditi Consulting

Payrate: $30.00 - $37.00/Hour Summary: The role of Program Specialist for Technology Programs in the Americas will support the program management of all technology learning programs across the region. This includes taking responsibility for the smooth execution of...

Greater Washington Urban League

Senior Program Manager & Social Worker Job at Greater Washington Urban League

 ...child support arrears, and develop their own social and emotional well-being and that of...  ...effective communication, and a collaborative work environment. The Greater...  ...preferred. Minimum of 7 years of direct experience in social work practice, with at least 3... 

Insight Global

Production Operator Job at Insight Global

 ...A partner of Insight Global, located in Peachtree Corners, GA is looking to add several production operators to their team. The solar cell manufacturer is headed towards a re-launch of their production and are looking for hard-working operators to be part of their journey... 

Farm Job Search

Organic Farmer Job at Farm Job Search

 ...Organic Farmer (6356) Location: Huntsville, Texas JobNumber: 6356 The Organic Farmer will work on a certified organic farm to...  ...Off (PTO); Company covered health, dental, vision, and life insurance; 5% 401(k) match plus an additional 4%; Allowances for gym,...