Position: Office Coordinator
Department: Compliance
Reporting to: Director of Compliance
Location: Lenexa, KS - Onsite
Overview:
Advisors Excel is looking for a proactive and detail-oriented Office Coordinator for our Lenexa location. You will play a crucial role in ensuring the smooth day-to-day operations of a dynamic and growing office. This office will host employees from various departments, and your role will be important in fostering a positive workplace culture and building strong connections with other company locations to support our OneAE initiatives. Additionally, you will support the Compliance Surveillance Team by managing data transmissions across various applications, ensuring accuracy and efficiency.
Excited about the opportunity to shape a positive workplace culture and support a growing team? Apply today!
What you'll do:
- Oversee and manage all office services, facilities, and operational efficiencies at the Lenexa office
- Assist with business meetings and events, including setup, breakdown, and coordination of refreshments
- Manage office supplies, snack and beverage inventory, mail services, and property maintenance to ensure a seamless workplace environment
- Maintain relationships with local vendors, property management, and other service providers
- Assist IT with equipment replacement and setup to maintain smooth technology operations
- Manage data for the Compliance Surveillance Team, ensuring accurate and timely file transmissions between various applications
- Review and extract data from the ProSurv system and accurately input it into designated files
- Communicate promptly with financial custodians via email and phone to address and resolve any data discrepancies
- Collaborate with the main office HR team on onboarding and offboarding tasks, ensuring a smooth transition for new and departing employees
- Participate in the interview process by providing potential hires with benefits information and answering their questions as needed
- Coordinate with the AE Culture Team to ensure seamless execution of company-wide events, including monthly meetings and social gatherings
- Collaborate with the AE Community Engagement Team to coordinate volunteer opportunities for the Lenexa office
- Perform other duties as assigned to support the overall success of the Lenexa office
Experience you'll bring:
- Minimum of 5 years' experience working in an office environment
- Proven experience in office administration
- Enthusiastic, dependable, and self-motivated with a strong work ethic
- Confident, professional, and articulate in both written and verbal communication; able to build rapport with diverse personality types
- Strong organizational skills with the ability to manage multiple projects and competing priorities in a fast-paced environment
- Proficiency in Microsoft Office Suite
Bonus Points:
- Experience supporting HR functions
- Involvement in employee culture groups or event planning initiatives
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Jul 15, 2025 