Job ID: 142455
Cadre
Are you an Administrative Assistant who has strong multitasking & prioritizing skills? Are you an Administrative Assistant who is looking for an opportunity within a team environment?
Our client is an independent financial services firm in the Fox Valley area.
WHAT YOU WILL BE DOING:
As an Administrative Assistant, you will interact directly with clients, research & resolve questions as well as manage advisor schedules, answer phones and/or take messages.
- Onboard new clients and track all open items
- Manage applications
- Create and submit client paperwork, update account statements and facilitate money movements
- Assist with special projects
WHAT YOU NEED:
- 3+ years of administrative and/or office support experience
- Financial planning and/or securities industry experience preferred
- Associate or Bachelor’s degree preferred
- MSWD, Excel and Outlook skills
- Strong and accurate data entry skills
- CRM applications, portfolio management and document management software a plus
- Professional, friendly & patient
- Detailed and accurate
- Strong organizational, multi-tasking and prioritizing skills in a fast-paced environment
- Team player
WHAT YOU GET:
- Relaxed environment
- Family owned
- Flexible scheduling
- Bonus opportunities
- Summer hours (leave at 3:00pm on Friday)
- 401(k)
- Paid vacation and holidays
GENERAL INFORMATION:
Hours: 8:00am-5:00pm
Length: Temporary-to-Hire
Pay for the Administrative Assistant position: $25.00-$32.00/hr. based on experience
Location: Appleton, WI
Job ID: 142455
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.