Administrative Skills, Annuities, Business Growth, Business Operations, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Event Management, Executive Assistant Skills , Financial Services, Leadership, Logistics Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Primary Care, Problem Solving Skills, Sales Operations, Team Player, Time Management, Writing Skills
LOCATION
Topeka, KS
POSTED
3 days ago
Position: Team Support Specialist
Department: Annuity Marketing
Reporting to: VP of Advisor Development
Location: Topeka, KS - Onsite
Overview:
As a Team Support Specialist, you''ll play a key role in keeping our team connected, organized, and moving forward. You''ll partner with leadership to support recruiting, coordinate high-impact meetings and events, and help create an exceptional experience for candidates, advisors, and team members. If you thrive in a fast-paced environment, enjoy solving problems, and love bringing order to moving pieces, we''d love to meet you.
What you'll do:
Build and maintain recruiting pipelines by researching prospective advisors and managing prospect lists
Coordinate recruiting events and activities, including candidate visits, office tours, executive travel, and follow-up communications
Prepare recruiting materials, presentations, and weekly pipeline reports
Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and other team events
Draft and edit correspondence, presentations, and other internal and external communications
Maintain confidentiality while supporting the team with a variety of administrative and operational tasks.
Experience you'll bring:
2-3+ years of administrative, executive support, or office coordination experience
Strong customer service and relationship-building skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio)
Highly organized with the ability to manage multiple priorities in a fast-paced environment
Self-motivated and proactive, with the ability to work independently and as part of a collaborative team
Strong written and verbal communication skills, with the ability to interact professionally with individuals at all levels
Detail-oriented, dependable, and committed to delivering high-quality work
Excellent time management and problem-solving skills, with the ability to anticipate needs and adapt to changing priorities
What you'll get:
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.