Financial Professional Administrative Assistant

Job Description: Administrative Assistant for Financial Advisor

Location: Omaha, Nebraska
Employment Type: Full-Time
Salary: Competitive, based on experience and hours
Posted: August 6th, 2025

About Us

Ameritas Wealth Advisors is a reputable financial advisory firm based in Omaha, Nebraska, dedicated to providing personalized financial planning, insurance and investment management services to our clients. Our team is committed to helping individuals and families achieve their financial goals with integrity and professionalism. We are seeking a motivated and organized Administrative Assistant to join our dynamic team and support a financial advisor in delivering exceptional client service.

Job Summary

The Administrative Assistant will provide comprehensive administrative and operational support to our financial advisors, ensuring the smooth operation of our office. This role involves managing client communications, scheduling, preparing financial documents and applications, and maintaining accurate records. The ideal candidate is detail-oriented, proactive, and has a background or experience in the financial services industry, enabling them to understand the unique needs of our clients and advisors.

Key Responsibilities

• Client Support: Serve as the first point of contact for clients, responding to inquiries via phone, email, and in-person with professionalism and courtesy. Schedule client meetings and prepare necessary materials, such as account summaries or financial reports.
  
• Administrative Duties: Manage the financial advisor�s calendar, coordinate appointments, and organize meetings. Handle incoming and outgoing correspondence, including emails and mail.
  
• Document Preparation: Assist in preparing documents, reports, and client meeting agendas. Ensure all documents are accurate and comply with regulatory standards.
  
• Data Management: Maintain and update client records in our CRM system. Ensure confidentiality and security of sensitive financial information.
  
• Office Operations: Order office supplies, manage relationships, and coordinate with IT support for office technology needs. Assist with event planning for client appreciation or educational seminars.
  
• Team Collaboration: Work closely with financial advisors and other staff to streamline processes and enhance client experiences. Provide support for special projects or marketing initiatives as assigned.
  

Qualifications

• Education: High school diploma or equivalent required; associate�s or bachelor�s degree in business, finance, or a related field preferred.
  
• Experience: Minimum of 2 years of administrative or office support experience. Background or experience in the financial services industry (e.g., banking, wealth management, or insurance) is strongly preferred.
  
• Skills:
  
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software (e.g., Salesforce, Redtail, or similar).
  
• Strong organizational and time-management skills with the ability to prioritize tasks in a fast-paced environment.
  
• Excellent verbal and written communication skills.
  
• High attention to detail and accuracy, particularly when handling financial data.
  
• Ability to maintain confidentiality and handle sensitive information with discretion.
  
• Certifications: Not required, but knowledge of financial industry certifications (e.g., Series 7, 66) or willingness to learn is a plus.
  
• Personal Attributes: Professional demeanor, team-oriented, adaptable, and a proactive problem-solver. A passion for helping clients achieve their financial goals is essential.
  

Why Join Us?

• Impactful Work: Play a key role in helping clients secure their financial future.
  
• Supportive Environment: Join a collaborative team that values your contributions and encourages professional growth.
  
• Competitive Benefits: We offer a comprehensive benefits package, flexible hours, paid time off, and opportunities for professional development.
  
• Local Focus: Be part of a firm deeply rooted in the Omaha community, with opportunities to build lasting relationships with clients and colleagues.
  

We are an equal opportunity employer and value diversity in our workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, or responsibilities associated with it.

Job Type: Full-time

Pay: $18.00 - $25.00 per hour

Expected hours: 40 per week

Work Location: In person