Now Hiring - Stepp & Rothwell, Inc. - Client Manager in Overland Park, KS

Full description of the position

Client Manager

Stepp & Rothwell, Inc., is a fee-only financial planning firm. Based in Kansas City, our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge that they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all. Stepp & Rothwell is not just a money-management firm – we are focused on our clients, their happiness, and their enjoyment of life.

Mission Statement: Our mission is to help families understand their financial situations in order to make optimal, informed life decisions now and in the future.

Job Summary

This role is a key part of firm’s administrative support team and reports directly to the firm’s Ownership group. The firm and its Owners need help and support so that they can focus on taking care of clients and growing the firm. The primary duty is to manage all client related administrative functions of the firm. The Client Manager will be the first point of contact for our client families and prospective clients when they call in and come into our office. The Client Manager will manage the firm’s master calendar, including client meetings, internal staff meeting, and the calendars of the owners and staf. The Client Manager also serves as the Executive Assistant to the firm’s Ownership Group.

Desired Traits

Extremely organized, Mature, Detail-oriented, Self-motivated, Practical, Logical, Client satisfaction focused, willingness to learn new systems

Qualifications

Strong organization skills
Excellent verbal and written communication skills
Commitment to providing exceptional service to clients and support to staff and owners
Demonstrated computer literacy, including proficient use of the entire Microsoft Office suite, with an emphasis on Microsoft Outlook
Time management skills

Duties And Responsibilities

Manage our firm’s schedule and maintaining the firm’s master calendar

Field all incoming firm phone calls

Client management including scheduling appointments, appointment reminders, setting up conference calls and Zoom meetings for our firm members and clients as needed, data management for existing, prospective, and former clients, communication including meeting summaries, form letters, bulletins mass emails, etc.

Maintain client data and electronic client filing system

Executive Assistant to the Ownership group

Perform all job functions in accordance with our firm’s CORPS Values: Communication, Ownership, Relationships, Proactivity, Standards

Maintaining order in all client facing spaces in our office including our lobby and four conference rooms

Plan and coordinate client events

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Experience level:

• 3 years

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• Overland Park, KS 66210: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have at least 3 years of executive assistant experience or administrative assistant experience?

Experience:

• Microsoft Outlook Calendar: 1 year (Required)

Work Location: In person