Financial Services Professional - Madison, United States - Connect Search

    Connect Search
    Connect Search Madison, United States

    1 month ago

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    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
    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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