Administrative Assistant

*Cozad Asset Management, Inc.
* *Administrative Assistant * We are seeking an experienced Administrative Assistant to support Investment Advisors in their service to clients.
Hours: Full-Time Permanent Position; 8:00 a.
m.
– 5:00 p.
m.
Monday through Friday *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 * Serve as a backup receptionist when needed * Perform other related duties as directed by Investment Advisors or other staff *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, via email, 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 for the following corporate benefits: * Health Insurance * Dental Insurance & Vision Insurance * Flexible Spending Account * Dependent Care Assistance Plan * 401(k) Retirement Plan with employer matching contributions * Gym Membership Reimbursement Plan * Paid Holidays * Vacation, Sick, and Personal leave time * Parental Leave *Compensation* Salary commensurate with experience Cozad Asset Management, Inc.
is an equal opportunity employer.
*Company Background* 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.
Our Financial Advisors are supported by a talented and service-oriented support staff comprised of operations, administrative assistants, and asset management reporting team members.
Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible spending account * Health insurance * Paid time off * Parental leave * Vision insurance Schedule: * Monday to Friday Education: * High school or equivalent (Required) Experience: * Administrative Assistant: 3 years (Preferred) Work Location: In person