Career Opportunities:

Account Administrator

Client Services - Lawrence, KS

The Account Administrator assists in the day-to-day operations, functional tasks, and workflows as part of a client service team. This role is client-focused and essential to supporting strong relationships and delivering a high level of service.

Key Responsibilities:

• Support client account management, including account opening, transfers, and maintenance
• Assist advisors with client communication, meeting preparation, and ongoing service needs
• Manage office operations, including phones, scheduling, and client interactions

Qualifications:

• Strong communication and organizational skills
• Ability to manage multiple tasks and work in a team environment
• Commitment to professionalism, confidentiality, and client service

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