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Administrative Professional HEMPHILL EXCLUSIVE
Dynamic wealth management firm in downtown Lincoln is adding an Administrative Professional to their fantastic team due to continual growth. In this position you will report to the Director of Administration while working closely with the President, Director of Operations, Manager of Operations and Vice President of investments. This is a fast paced office with a wide variety of work and special projects. The team is very collaborative, smart, authentic, they hold themselves to a high standard and they are winning! The year over year growth of this firm is impressive and they are having a lot of fun along the way. You will receive excellent training and mentoring and then be empowered to work independently making decisions and problem solving while creating systems that improve efficiency.
Responsibilities include:
- Coordinate new account paperwork for new and existing clients.
- Work closely with clients who are gifting securities, transferring assets, initiating distributions and moving funds to others.
- Review retirement accounts and coordinate action to ensure minimum required distributions have been achieved and clients are in compliance.
- Review accounts to identify cash balances, then work with others to make sure excess balances are invested.
- Enjoy a wide variety of administrative duties including updating client records and loading documents into their system.
- Improve organization of the office, systems, processes and overall efficiency of the office.
You will be involved in and coordinate a wide variety of projects associated with the growth of this dynamic firm.
This opportunity offers excellent compensation, free parking, excellent benefit, generous paid time off, and a beautiful office!
To learn more about this opportunity on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com to learn more.
Job Number 9013SH
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
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2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, & 2024!
Omaha Chamber of Commerce Top 25 – “Excellence in Business Award Winner” based upon our growth and commitment to quality.
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Contact Information
Susie Hemphill
402-334-4800 ext 244
Susie is the leader helping executives in Omaha and Lincoln hire high caliber individuals well positioned for success and happiness within office administration and customer care. Susie specializes in placing executive assistants, office managers, directors of administration, administrative assistants, and important positions within customer care.
Susie understands the significant contribution and positive impact an impressive executive assistant, office manager, and administrative professional makes in a company. Improving the efficiency, organization, and productivity of the top executive or leadership team improves the overall performance of the company because the administrative professional provides the leader with more time to focus on their strengths and most important tasks.
The secret to Susie’s success includes her genuine desire to understand the company, leader, position being filled, and the team which is in need of a new member. Because she cares and is committed to identifying the right match, Susie is diligent while selecting individuals with successful track records and a commitment to quality. Susie shared “I am passionate about helping a leader identify and hire an impressive individual into a position where they can do what they are great at within a company and culture where they can be themselves every day. Life is short and we all deserve to be in a position where we are having fun and fulfilled. I have a lot of fun creating Win / Win / Win outcomes for the leaders who partner with us, to select an individual who loves their new position, and the co-workers who gain a rock star teammate . . . this is important work!”
Susie grew up in Oakland, Iowa; earned her Bachelor’s degree at the University of Nebraska-Lincoln, and her Master’s degree from the University of Nebraska-Omaha. Susie was an educator at Bellevue Public Schools prior to shifting her focus to our family. In the early years, Susie played an important role at Hemphill while focused on administrative support, special projects, and event planning on a part-time basis when her full time focus was caring for four very active children (Camie, Austin, Miles & Carmel). When our children headed off to college and into the work force, Susie shifted her focus to a full time Recruiting Manager position.
Susie is an active member of Westside Church, Executive Women International, and she played a leadership role while launching spousal forum groups within The Entrepreneurs Organization of Nebraska. Susie is an outgoing and ambitious individual who loves engaging with our family and friends. Susie loves cooking with and for our family, playing games, golfing, spending quality time in the Old Market or Haymarket, vacationing, hiking mountains, canyons, or rain forests, swimming in the ocean, skiing, and cheering for the Husker Football, Volleyball or Baseball teams! You might find Susie exercising at the gym, working in the yard, gardening, or playing with our two shih tzu puppies.