Job Description

Administrative Assistant - HDQ Wealth (In-Office Position)

Job Overview

HDQ Wealth is seeking a proactive and detail-oriented

Administrative Assistant

to join our team in Kansas City. This role is essential to ensuring smooth day-to-day operations, supporting advisors and executives, and delivering an exceptional client experience. The ideal candidate will be highly organized, tech-savvy, and professional, with the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Serve as the first point of contact for clients and visitors, providing a warm and professional experience. Manage office operations, including answering and directing calls with excellent phone etiquette. Schedule appointments, maintain calendars, and coordinate meetings for advisors and executives. Prepare and edit documents using

Microsoft 365 Suite

(Word, Excel, PowerPoint, Outlook). Maintain organized filing systems and perform accurate data entry. Support client service by responding promptly to inquiries and ensuring follow-up. Proofread correspondence and reports for accuracy and professionalism. Handle general office tasks such as event management, snack inventory, mail distribution, photocopying, and supply management. Provide occasional personal assistant support, including prioritizing tasks and managing deadlines.

Qualifications

Previous experience in administrative or office support roles;

experience in financial services is preferred but not required

. Strong proficiency in

Microsoft 365 Suite

(Word, Excel, PowerPoint, Outlook). Excellent organizational skills and ability to multitask effectively. Professional communication skills and exceptional phone etiquette. High attention to detail and strong proofreading ability. Experience with calendar management and office operations.

College degree is preferred but not required

. Bilingual abilities are a plus.

Why Join HDQ Wealth?

This is an opportunity to be part of a growing, client-focused wealth management firm that values professionalism, reliability, and excellence. You'll work closely with a dynamic team and play a key role in delivering a high-touch experience to our clients.

Job Types: Full-time, Part-time

Pay: $15.00 - $25.00 per hour

Expected hours: 20 - 40 per week

Work Location: In person