Cadre
Are you an Administrative Assistant who wants to work for a growing company in a newly created position? Are you an Administrative Assistant who is looking for an opportunity with a company that offers great benefits?
Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.
WHAT YOU WILL BE DOING:
As an Administrative Assistant, you will support the Wealth Manager and Relationship Manager teams.
- Answer incoming calls from clients, vendors and prospects
- Backup front desk in greeting clients/visitors
- Open, transfer, and close customer accounts
- Backup front desk in greeting clients/visitors
- Process paperwork for clients
- Database cleanup
- Manage calendars and schedules/meetings
- Prepare documents for meetings
- Daily deposits of checks to bank
- Drop off and pick up mail
WHAT YOU NEED:
- Administrative experience
- Financial planning experience helpful
- Bachelor’s degree preferred
- MSWD, Excel and Outlook skills
- CRM database experience
- Adobe PDF experience
- Computer savvy
- Drive and ambition to work in finance/investment industry and grow with the company
- Organizational skills and able to prioritize
- Fast-paced environment
- Team player
- Proactively assist with client requests
- Work independently and be self-motivated
- Critical thinking and problem solving skills
- Interpersonal and communication skills
- Sincere personality, upbeat and outgoing
- Valid license and proof of insurance
WHAT YOU GET:
- Company that treats each team member with value and respect
- Work / life balance
- Company that promotes from within
- Quarterly bonus plan
- Health insurance
- Life insurance
- 401(k)
- Paid time off
- Paid holidays
- Continuing education reimbursement plan
GENERAL INFORMATION:
Hours: Monday-Thursday 8:00am-4:30pm and Friday 8:00am-3:00pm
Length: Temporary-to-Hire
Pay for the Administrative Assistant position: $15.87-$20.19/hr. based on experience
Location: Oshkosh, WI
Job ID: 142200
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.