Our client is a private investment advising firm in the Appleton area.
WHAT YOU WILL BE DOING:
As an Administrative Assistant, you will provide support to the financial advisor.
- Define and write processes managing compliance items
- Monitor and complete required tasks as compliance guidelines come due
- Manage CRM
- Manage workflow items, such as client account applications and forms
- Input financial planning data
- Schedule and document information related to client meetings
- Create client meeting agendas and generate meeting summary letters to clients after meetings
- Communicate with custodian regarding client account issues
- Research and source information
- Manage social media platforms
- Assist with marketing for the business
- Assist with marketing calls
- Any other duties as needed
WHAT YOU NEED:
- Office management experience is ideal
- Would consider someone with support role experience
- Any experience within financial advising or wealth management is a plus
- Any business experience working in social media like LinkedIn and Facebook is a plus
- Computer savvy and overall comfortable with technology
- Intermediate skillset in MSWD and Excel
- Must have basic knowledge of Outlook for e-mail and scheduling
- Any CRM experience is a plus
- Professional demeanor and positive attitude
- Strong organizational skills and process oriented
Hours: 25 hours per week 4 days a week, contact us for details
Length: Temporary to Hire
Pay for the Administrative Assistant position: $16.00 – $18.00 / hr. – based on experience
Location: Appleton, WI
Job ID: 136685
WHAT YOU GET:
- Flexible schedule
- Potential for marketing bonuses
- Opportunity to help create a lot of systems and processes they will be working with
- Professional yet very relaxed environment
Job descriptions may not include every responsibility or qualification of the position.
Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.
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