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- 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.
- Bachelors 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.
Financial Services Professional - Madison, United States - Connect Search
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 - $55,000 + Bonus
Responsibilities
Qualifications