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Story teller Jobs in Shawnee ks

Last updated: 20 days ago
  • Promoted
Project Workflow Manager

Project Workflow Manager

Whole Story PlanningLeawood, KS, US
$50,000.00–$60,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Teller I

Teller I

Great Southern BankPrairie Village, KS, United States
Show moreLast updated: 20 days ago
Teller / Universal Banker Associate - Kansas City

Teller / Universal Banker Associate - Kansas City

InsperityKansas City, Kansas, United States
$18.00–$20.00 hourly
Show moreLast updated: 30+ days ago
Teller - Shoal Creek

Teller - Shoal Creek

Central BankKansas City, MO
Show moreLast updated: 30+ days ago
Teller I

Teller I

Enterprise Bank & TrustOverland Park, KS
Part-time
Show moreLast updated: 30+ days ago
Bank Teller (36158)

Bank Teller (36158)

Landmark National BankPrairie Village, KS
$13.00–$17.00 hourly
Part-time
Show moreLast updated: 30+ days ago
Project Workflow Manager

Project Workflow Manager

Whole Story PlanningLeawood, KS, US
30+ days ago
Salary
$50,000.00–$60,000.00 yearly
Job type
  • Full-time
Job description

Job Description

Job Description

Whole Story Planning in Leawood, KS, is a national boutique financial planning firm that is seeking a dedicated Workflow Manager. As a valued member of our organization, you will play a vital role in overseeing and optimizing our project workflows to ensure seamless operations and timely delivery of high-quality services.

You will have the opportunity to grow both personally and professionally in a collaborative and supportive work environment.

We are looking for a proactive individual who thrives in a dynamic setting and is passionate about enhancing operational efficiencies to drive the success of our projects. Join us at Whole Story Planning and be part of a team dedicated to creating impactful and meaningful stories through effective workflow management.

Compensation :

50,000 - $60,000 yearly

Responsibilities :

Your responsibilities will include streamlining processes, coordinating project timelines, and fostering efficient communication among team members.

Office Support

  • Oversee operational procedures for all aspects of our Wealth Management Advisor’s business including coordinating communication and workflow between the advisor and staff
  • Document, handle, and delegate all case notes / transcriptions from the advisor’s meetings with clients

Client Communication

  • Prepare the Wealth Management Advisors' digital needs prior to client / prospective client meetings (Review case notes; gather documents, case prep, agendas, etc)
  • Attend scheduled Zoom calls each day with the Wealth Management Advisor and assist in executing details with the client on recommendations made and agreed to within the meeting
  • Answer basic client questions and schedule annual review appointments
  • Gather additional client information when needed and perform necessary follow-ups

    • Team Alliance

  • Coordination between the team regarding Planning support, marketing tactics compliance review, and any other additional research that may be needed
  • Quickly and effectively manage email and telephone communications
  • Sustain a positive, enthusiastic, and professional office atmosphere for clients, advisors team

    • Qualifications :

  • Demonstrated leadership to motivate and hold others accountable
  • Associate Financial Representative contract required (obtain your Health and Life license or gain licensing within 6 months of employment)
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Demonstrated organizational skills, ability to multi-task, and time management skills with the ability to set priorities and meet deadlines
  • Computer experience with relevant, popular software programs a must (Microsoft Office mainly)
  • High degree of initiative with excellent oral and written communication skills
  • Ability to be diplomatic & team-oriented
  • Ability to be flexible and open-minded and work in a fast-paced environment
  • Ability to maintain confidentiality at all times
  • Financial Service or Insurance industry experience is preferred but not required

    • About Company

    At Whole Story Planning, we look for people who have a desire and true empathy for working with families who have a long-term dependent (either by diagnosis, disability, or other life circumstance) because those are clients…and many of us. Our vision is to create a national, boutique firm that serves mid-to-high net worth families with complex planning situations.

    Our core values are :

    Understanding, Family, Autonomy, Integrity, Efficiency, Effectiveness, Financial Independence and Love. If you feel like you’re aligned with these values, and can see yourself delivering work that requires grace, integrity, and compassion, we want to hear from you!