The Retirement Planning Group is an SEC-registered investment advisory firm helping clients nationwide. With over 1,500 households and over $1.
4 billion* in assets under management, we are one of the fastest-growing companies in the Kansas City area. This growth can be attributed to our focus on being the easiest firm to work with on planet Earth and our goal to help clients create the financial well-being and confidence to live their best life.
We do this by standing side-by-side with our clients and navigating the financial decisions they face throughout their lives, by providing comprehensive financial planning as well as tax and accounting services along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.
As of 04 / 30 / 2023
Overview :
The Office Assistant role is a key player that will be involved in the day-to-day operations of the office and will contribute greatly to each client’s overall experience with our firm.
This role is vital in keeping the office organized and efficient. This role is all about communicating, not only with clients but also with co-workers.
To be successful in the position, this person must have a positive attitude and a genuine interest in helping people.
Starting Annual Salary $42,000.00
Responsibilities :
Requirements
Benefits
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