Cozad Asset Management, Inc.

Administrative Assistant

Position Title: Administrative Assistant

Reports to: Investment Advisors

Hours: Full Time Permanent Position; 8:00 a.m. – 5:00 p.m. Monday through Friday

Since 1972, Cozad Asset Management, Inc. has provided the highest quality professional and personalized financial services and advice to individuals, families and institutional investors throughout the country. Cozad Asset Management has a committed team of Investment Advisors who provide these financial services, including investment management, financial planning, insurance planning, and tax preparation, to our clients.

We are seeking an experienced Administrative Assistant to support Investment Advisors in their service to clients.

Duties and Responsibilities

Supporting Investment Advisors at Cozad Asset Management as an Administrative Assistant includes but is not limited to the following duties:

• Prepare client correspondence as directed by Investment Advisors
• Communicate directly with clients via phone and email
• Prepare paperwork based on instructions from Investment Advisor or clients
• Process client paperwork and providing required information and completed paperwork to the Operations department
• Assist with processing insurance paperwork
• Assist Investment Advisors with scheduling client meetings
• Perform other related duties as directed by Investment Advisors or other staff
• Serve as a backup receptionist when needed

Qualifications

A successful candidate for this position will have the following:

• Ability to multi-task and independently prioritize work assignments
• Strong communication skills
• Professional communication style when interacting with clients over the phone and in person
• Excellent attention to detail
• Proficiency with Microsoft Outlook, Word, Excel, as well as Adobe Acrobat or Foxit PhantomPDF
• Ability and willingness to learn new systems and processes

Experience working in the financial services industry is preferred but not required. Any experience working in the insurance industry or working with Pershing as custodian and/or NetX360 platform is a plus. Hands-on training will be provided.

Cozad Asset Management has a long-tenured staff with a positive staff culture centered on the willingness to work hard, help one another, and do what is in the best interest of clients and coworkers. A successful candidate will embrace these characteristics and aim to be a positive contributor to the staff culture.

Benefits

As a full-time permanent employee, this position will be eligible to participate in the following corporate benefit plans:

• Health Insurance
• Dental Insurance & Vision Insurance
• Flexible Spending Account
• Dependent Care Assistance Plan
• 401(k) Retirement Plan with employer matching contributions
• Paid holidays
• Vacation, sick, and personal leave time

Compensation

Salary commensurate with experience

Cozad Asset Management, Inc. is an equal opportunity employer.

Job Type: Full-time

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Administrative Assistant: 3 years (Required)

Work Location: One location

Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.