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    Financial Advisor Assistant - Madison, United States - Connect Search, LLC

    connect search, llc background
    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 Work from home 1 day a week after training

    Compensation: $50,000 - $60,000 + 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 our clients.

    Qualifications

    • 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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