We’re Hiring – Executive Assistant Position Available

Job Title: Executive Assistant

Location: Overland Park, KS

Company: Searcy Financial Services

About Us: Searcy Financial is a Registered Investment Advisor and Financial Planning firm. We do what we do because we believe all people, regardless of background, gender, family demographics, life experiences, knowledge, or know-how, should have an equal opportunity to achieve financial freedom, and we make it our mission to help you get there.

Job Description:

We are seeking a receptive and service-oriented Executive Assistant who is energized by working in a dynamic environment with detailed, time-sensitive tasks and multiple demands. You will work primarily in an office location in south Overland Park, KS in a client-focused, team-centered environment supporting an executive in charge of business development who also provides financial planning. You will strive for credible results by maintaining a focus on specific preciseness of assignments.  Detailed organization and timely execution are critical skills. Written and verbal communication needs to be detailed but thoughtful. Sticking to tasks and schedules and striving for accuracy and closure is critical as you provide high-level administrative support, manage schedules, and handle a variety of organizational tasks. This is a full-time position, in-person, in our south Overland Park office. Some key responsibilities may include • Provide high-level executive administrative support • Manage and maintain schedules, including appointments, meetings, and travel arrangements • Ensure smooth operation of tasks through detailed organization and timely execution • Process emails and route client requests • Collaborative local event planning assistance • Capture and disseminate meeting outcomes and follow up to make sure next steps are executed

Key Responsibilities:

  • Provide high-level administrative support.
  • Ensure smooth operation of tasks through detailed organization and timely execution.
  • Communicate thoughtfully and in detail, both written and verbally.
  • Facilitate document preparation and management which includes drafting correspondence, presentations, and reports on behalf of their executive, ensuring flawless formatting and content.
  • Capture and disseminate meeting outcomes while taking diligent notes, document action items, and follow up to make sure next steps are executed to keep projects moving forward and meet deadlines
  • Manage and maintain schedules, including appointments, meetings, and travel arrangements.
  • Collaborate with Director of Marketing for local event planning.
  • Assist with special projects and initiatives.

Qualifications:

  • Excellent organizational and time-management skills.
  • Strong written and verbal communication skills.
  • Excellent computer proficiency: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), adobe and AI.
  • Some prior experience in a small office environment preferred.
  • Ability to handle sensitive information with discretion.
  • Receive instructions and learn processes.
  • Act immediately and complete work as it arrives, even if it means handling several tasks at once.
  • Enjoy working in a changing environment and strive for credible results by maintaining a focus on specific exactness, problem solving and finiteness of assignments.
  • Strong interpersonal skills and the ability to build relationships with clients and co-workers. Respectful and exceptional at making people feel welcome and cared for.
  • Even though we have trust in who we hire, you must pass a background check and have no prior felonies.
  • Employees are to be tobacco and nicotine free. Which includes cigarettes, vaping/e-cig and smokeless products.

Work Schedule:

  • Full-time, in-person position. 30-40 hours per week
  • Core working hours: 9:00 am to 3:30 pm.  (Flexible for school drop off and pick up.)
  • Regular Business Hours: 8:00 am to 5:00 pm CT.
  • Occasional tasks or events outside regular hours (before 8:00 am or after 5:00 pm), with advanced notice.
  • Work in the office, but flexible as needed.

Benefits:

  • Competitive salary and benefits package with 401K plan and up to 4% match.
  • Opportunity to work with a dynamic and supportive team.
  • Paid professional development and growth opportunities.
  • Flexible work environment.

How to Apply: Interested candidates should complete our Culture Index applicant survey and upload their resume and cover letter detailing their qualifications and experience through our online application portal: https://go.cultureindex.com/p/3ez48W02QHvTKIV3e

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on January 22, 2025 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.