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Administrative Support - Wealth Management - HEMPHILL EXCLUSIVE
Highly respected West Omaha wealth management firm has an attractive opportunity on their administrative team due to continued growth. This high quality firm is built upon a strong foundation of trust, high integrity, conservative core values and a passion to deliver outstanding service to their loyal client base. In this firm clients are treated like family and relationships are at the center of the firm’s focus. With four wealth management partners and three on the administrative staff, this high caliber team works well together in a positive, fun, client focused culture.
- Team up with the wealth management partners, and two administrative professionals while delivering excellent solutions and great service to clients.
- Be proactive while working with partners and customers to get new paperwork set up for new accounts.
- Validate all account transfers and assets are moved over properly when customers move accounts to our firm.
- Work with back office clearing firm to ensure all client accounts are set up properly when new accounts are created, changes are made, or assets are moved.
- Complete research, presentations and reports in advance of client meetings.
- Enjoy a wide variety of work and special projects in this small firm where all roll up their sleeves and work together.
- Engage in the challenge, project management, and event planning with seven or eight events throughout the year.
This position offers an excellent compensation package including an annual cash bonus, benefits, 401K, and profit sharing. To learn more about this opportunity on a confidential basis call Dan Hemphill at 402.334.4800 *212 or send your resume to dhemphill@hemphillsearch.com Job Number 8136DH
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
Hemphill Voted – “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine in
2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, & 2023!
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
Dan Hemphill
(402) 334-4800 ext 212
I have enjoyed recruiting accounting and finance professionals for corporations in Omaha and throughout the upper Midwest for more than 30 years. I joined Robert Half International in 1988 and was promoted to Director in 1993. In 1998, I earned their "Chairman's Club" award for leadership. In February 2000, I made the decision to "live my dream" and founded Hemphill Search Group, following with Hemphill Staffing Solutions in 2001. I am proud of our team, the progress we've made to date, and I am even more excited about our future growth!
I understand that a company is only as strong as the players it has on the field. I am passionate about understanding each client's business, culture, and growth objectives, so we can identify the individuals who will ultimately help our clients achieve their goals. Our reputation is "on the line" each time we assist a client in hiring a new employee. We take the time to make sure that we have found the "right match" so that each candidate we place is well positioned for success. Since excellence always endures and remains long after cost is forgotten, our team is squarely focused on delivering quality solutions the first time. Because our Firm is built upon a foundation of strong values, I know that taking the "high road" and "doing the right thing" consistently are the cornerstones to lasting business relationships.
I grew up in Griswold, Iowa, and graduated from Buena Vista University in Storm Lake, Iowa. During my undergraduate studies I was a member of the football team and Students In Free Enterprise. I later completed the Entrepreneurial Masters Program at Massachusetts Institute of Technology (MIT). I am an active supporter of Financial Executives International (FEI) and I am a proud member of The Association for Corporate Growth of Nebraska (ACG Nebraska). I am a Charter Member of the Nebraska Chapter of the Entrepreneurs Organization (EO), where I served several years on their Board of Directors. As a Director of the American Association of Finance and Accounting (AAFA), the oldest and largest alliance of executive search firms specializing in the recruitment and staffing of Finance and Accounting professionals, I gain exposure to national issues and trends. I have served as a member of the Alumni Board of Buena Vista University where I am committed to giving back to the students and leadership team of Buena Vista University. I am also an active member of Westside Church in Omaha.
My wife Susie and I have four children, Cameron, Austin, Miles and Carmel.