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Financial Advisor Assistant
Connect Search, LLC • Madison, WI 53774 • Posted 4 days ago via LinkedIn
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Hybrid • Full-time • $50,000-$70,000/yr • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
Connect Search is seeking a Client Services Representative / Financial Advisor Assistant for a client in Madison, WI. This role offers a hybrid work setting with up to one day a week working from home after training, bonus opportunities, and a team-oriented company culture. The position involves providing direct administrative support to upper management, preparing and processing documents, maintaining filing systems, and ensuring excellent customer service.
Responsibilities
- Provide direct administrative support to upper management.
- Prepare and process forms, and documents.
- Prepare communications such as memos, emails, reports, and other correspondence.
- Maintain physical and electronic filing systems.
- Provide excellent customer service to clients.
Qualifications
Required
- Bachelor’s degree or Associate's degree preferred.
- Prior experience within the financial services industry.
- Proficient in Microsoft Outlook, Word, and Excel.
- Desire to obtain the FINRA Series 99.
Full Job Description
Summary
Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture.
Location: Madison WI 53717 - Work from home 1 day a week after training
Compensation: $50,000 - $65,000 + Bonus
Responsibilities
- Provide direct administrative support to upper management.
- Prepare and process forms, and documents.
- Prepare communications such as memos, emails, reports, and other correspondence.
- Maintain physical and electronic filing systems.
- Provide excellent customer service to clients.
Qualifications
- Bachelor’s degree or Associate's degree preferred.
- Prior experience within the financial services industry.
- Proficient in Microsoft Outlook, Word, and Excel.
- Desire to obtain the FINRA Series 99.
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