Front Desk Administrative Assistant

FAS Wealth Partners

Leawood (KS)

On-site

USD 38,000 - 46,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Health Savings Account
401(k)
Paid time off

Job summary

FAS Wealth Partners, Inc. is seeking a Front Desk Administrative Assistant to welcome clients and visitors, support daily operations, and assist advisors. You will manage calls, scheduling, and general admin tasks in a collaborative, growing firm.

Ideal candidates have 1–2 years of admin or reception experience, strong Microsoft Office skills, and excellent communication. High school diploma required; associate degree preferred.

Qualifications

  • 1–2 years of administrative, receptionist, or customer-facing office experience.
  • Strong proficiency with Microsoft Office (Word, Excel, Outlook).
  • Excellent verbal and written communication with a friendly, professional demeanor.

Responsibilities

  • Welcome clients and visitors with a concierge-level approach and handle phone duties.
  • Coordinate scheduling, calendar management, and office lunch logistics.
  • Maintain filing, data entry, mail handling, and general admin support to advisors.
  • Oversee opening/closing procedures and stock office supplies.

Skills

Administrative experience
Reception experience
Microsoft Office
Communication skills

Education

High School Diploma
Associate degree preferred

Tools

Outlook/Email calendar
Data entry

Job description

FAS Wealth Partners, Inc. is a full-service, fee-only wealth management firm specializing in financial planning and tailored investment solutions. With over 45 years of experience and more than $4 billion in assets under management, FAS provides personalized, concierge-level service. As our firm continues to grow, we're investing in the people, processes, and infrastructure that support our employees and clients. We're seeking an Administrative Operations Coordinator to help strengthen our administrative operations, employee experience, and office culture within a collaborative, growing organization.

About FAS Wealth Partners, Inc.

FAS Wealth Partners, Inc. is a full-service, fee-only wealth management firm specializing in financial planning and tailored investment solutions. With over 45 years of experience and more than $4 billion in assets under management, FAS provides personalized, concierge-level service. As our firm continues to grow, we're investing in the people, processes, and infrastructure that support our employees and clients. We're seeking an Administrative Operations Coordinator to help strengthen our administrative operations, employee experience, and office culture within a collaborative, growing organization.

Position Overview

As the Front Desk Administrative Assistant, you will serve as the face of FAS Wealth Partners, Inc., creating an exceptional, welcoming experience for every client, visitor, and employee who walks through our doors. In addition to setting a warm, professional tone, you will play a key role in supporting daily office operations, maintaining seamless administrative workflows, and assisting team members across the firm.

Key Responsibilities
Client Experience & Reception
  • Welcome clients, visitors, and team members with professionalism, warmth, and a concierge-level approach.
  • Answer, screen, and direct incoming phone calls efficiently.
  • Coordinate client arrivals, guest hospitality, and conference room scheduling.
Administrative Support
  • Manage filing, scanning, data entry, and document management with high accuracy.
  • Assist with calendar management, meeting scheduling, and office lunch logistics.
  • Handle incoming and outgoing mail and package distribution.
  • Provide general administrative support to advisors and internal departments as needed.
Office Operations
  • Maintain clean, organized, and welcoming reception, kitchen, and common areas.
  • Monitor, order, and stock office and kitchen supplies.
  • Oversee daily opening and closing procedures for the office.
  • Assist with special projects and other administrative duties as assigned.
Qualifications

Required:

  • 1-2 years of administrative, receptionist, or customer-facing office experience.
  • High School Diploma or equivalent (Associate degree preferred).
  • Strong proficiency with Microsoft Office (Word, Excel, Outlook).
  • Excellent verbal and written communication skills with a friendly, professional demeanor.
  • Strong organizational, multitasking, and time-management abilities.
What We're Looking For
  • Welcoming Personality: A naturally warm, positive attitude with an exceptional customer service mindset.
  • Dependable & Proactive: Someone who takes initiative, anticipates office needs, and follows through consistently.
  • Detail-Oriented: Highly organized with a sharp eye for detail in every task.
  • Collaborative Team Player: Adaptable and eager to jump in wherever needed to support the firm and its clients.
  • People-First Mindset: Someone who genuinely enjoys helping people and creating memorable experiences.
Why Join FAS Wealth Partners?
  • Competitive Compensation: Competitive salary
  • Comprehensive Benefits: Health, Dental, and Vision insurance, plus a Health Savings Account (HSA).
  • Retirement & Future: 401(k) plan
  • Work-Life Balance: Generous paid time off (PTO) policy.
  • Growth & Culture: Professional development opportunities in a collaborative, team-first environment where you directly shape the client experience.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Client Concierge & Administrative Ops Coordinator
Client Concierge & Administrative Ops Coordinator

FAS Wealth Partners • Leawood (KS)

On-site
USD 38,000 - 46,000
Health insurance
Dental insurance
Vision insurance
+3
Executive Assistant and Operations Associate
Executive Assistant and Operations Associate

Fortivus Wealth Group • King of Prussia (PA)

On-site
USD 55,000 - 75,000
Client Service Associate, The Wealth Office
Client Service Associate, The Wealth Office

Fiducient Advisors • Washington (IL)

Hybrid
USD 65,000 - 85,000
401K with company match
Wellness programs
Professional development
Office Coordinator
Office Coordinator

Masis Professional Group • Denver (CO)

On-site
USD 42,000 - 66,000
Client Service Associate, The Wealth Office
Client Service Associate, The Wealth Office

Fiducient Advisors • Chicago (IL)

Hybrid
USD 65,000 - 85,000
Wellness Benefit Programs
Paid Time Off
Family & Fertility Assistance
Client Service Administrator
Client Service Administrator

Wealth Trac Financial LLC • Franklin (MI)

On-site
USD 38,000 - 60,000
Health insurance
PTO
401k and Roth 401k with company match
Full-Time Receptionist at Firma Financial Planning
Full-Time Receptionist at Firma Financial Planning

Oakland University • Michigan

On-site
USD 35,000 - 45,000
Administrative Assistant - Wealth Management
Administrative Assistant - Wealth Management

TalentLink Solutions • Kirkland (WA)

On-site
USD 45,000 - 65,000
Competitive salary plus annual bonus
$500 monthly towards Medical Expenses
401(k) with 100% company match up to 4%
Administrative Assistant & Client Coordinator
Administrative Assistant & Client Coordinator

Wealth Advisors Group • Fort Wayne (IN)

On-site
USD 32,000 - 46,000
Positive team culture
Professional development opportunities
Meaningful client work
+1
Director of First Impressions (Front Office)
Director of First Impressions (Front Office)

Summit Wealth Group • Denver (CO)

On-site
USD 40,000 - 55,000
401k
Paid time off
Continuing education assistance
+4