Administrative Assistant - AllianceStaff, LLC

• Administrative – Assist with written communication and correspondence support to advisors at the firm including sales documents, client reviews, and marketing/education collateral
• Customer Service – Welcome clients to office, attend networking and community development events, follow up on customer inquiries
• Sales Support – Review calendars to create appointments, manage files and databases containing customer lists and sales leads

Why You Want to Work Here:

• Local Milwaukee firm where you can work directly with executives and have your voice heard
• Perennially picked as one of Wisconsin’s top work places
• Work-life balance – create a schedule that works for you!

Contact:

Steven Winker, CPC | Senior Employment Consultant

262-707-2406 | steven@alliancestaff.com

• Bachelor’s preferred
• Customer service and/or administrative background
• Proficient in MS Office, particularly Excel & PowerPoint
• Familiarity with content management systems and CRM tools
• Experience in wealth management or financial advisory preferred, not required

• Bachelor’s preferred
• Customer service and/or administrative background
• Proficient in MS Office, particularly Excel & PowerPoint
• Familiarity with content management systems and CRM tools
• Experience in wealth management or financial advisory preferred, not required