• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $40,000-$50,000/yr. based on experience.
Job ID: 141003

Cadre

Are you a Direct Hire Financial Assistant who has administrative experience?  Are you a Direct Hire Financial Assistant who has Series licenses?

Our client is financial services firm in the Shawano area.

WHAT YOU WILL BE DOING:

As a Financial Assisatnt, you will manage calendar and schedule meetings for clients, prospects and outside vendors.

  • Participate in client meetings
  • Educate clients on the on-line tools and resources available
  • Open, transfer, and close customer accounts and maintain account records
  • Respond to incoming emails and calls

WHAT YOU NEED:

  • Office / administrative experience
  • Series 7 and/or Series 66 licenses
  • Degree in Business or Finance preferred
  • Tech savvy
  • MSWD, Excel and Outlook skills
  • Adobe experience is preferred
  • CRM database experience is preferred
  • Stay positive in a fast-paced environment
  • Strong analytical and research skills
  • Presentation skills

WHAT YOU GET:

  • Open team environment
  • Offer work/life balance
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • Paid vacation
  • Paid holidays
  • 401(k) with company match
  • Profit sharing
  • Gym Membership

GENERAL INFORMATION:

Hours: 8:00am-5:00pm

Length: Direct Hire

Pay for the Financial Assistant position: $40,000-$50,000/yr. based on experience.

Location: Appleton, WI

Job ID: 141003

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.