Visionary Wealth Advisors Announces Job Opening – Visionary Wealth Advisors

Visionary Wealth Advisors Announces Job Opening

Position is for an Administrative Assistant out of the St. Louis, MO, office

St. Louis— November 5, 2019Wealth Management Advisor, Dan Laure, is seeking a motivated, driven individual for an administrative role for his professional team. The individual should be a self-starter who can independently anticipate needs, maintain a strong customer focus, enjoy working as part of a team, have excellent planning and organizing skills, as well as possess great written/verbal communication skills. The individual will work out of the St. Louis, Missouri office and will report directly to Dan Laure.

Key Responsibilities include administrative and general office tasks such as managing the advisor’s calendar, preparing paperwork for meetings, updating and maintaining the CRM system, panning and coordinating client events, and creating and sending client communications. The individual will also be asked to monitor and update sales pipeline, open and service accounts at custodians, update financial planning software, request insurance illustrations and applications and facilitate risk assessment to clients.

The candidate must have two plus years of business experience, the ability to multi-task in fast paced environment. They must also be highly proficient at Microsoft Office Suite, have excellent organizational, time management, and communication skills, can recognize opportunities to improve and stream-line processes, and have discretion in handling confidential materials and information.

Bonus potential, stipend for health insurance and retirement benefits after one year of employment is available. The employee will receive a competitive salary with potential to grow.

Please send all questions and resumes to Dan Laure at 314-764-2731 or dan.laure@vwa-llc.com.

Visionary Wealth Advisors, LLC is an independent registered investment advisory firm committed to helping clients reach their dreams by providing world-class, client-centered wealth management services while promoting our founding culture of faith, family, and community.
 Visionary Wealth Advisors is an Equal Opportunity Employer. Visionary does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.