Sr. Administrative Assistant at Jobot
Milwaukee, WI 53202
About the Job
Hybrid Opportunity- Large Wealth Management Team
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $70,000 per year
A bit about us:
We are a large wealth management firm. We exist to help people achieve financial clarity. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Why join us?
401(k)
Vision insurance
Disability insurance
Medical
PTO
Job Details
Position Roles/Responsibilities/Accountabilities
Handles incoming and outgoing telephone calls
Responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Completes other miscellaneous tasks as assigned
Position Qualifications
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $70,000 per year
A bit about us:
We are a large wealth management firm. We exist to help people achieve financial clarity. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Why join us?
401(k)
Vision insurance
Disability insurance
Medical
PTO
Job Details
Position Roles/Responsibilities/Accountabilities
Handles incoming and outgoing telephone calls
Responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Completes other miscellaneous tasks as assigned
Position Qualifications
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
50,000 - 70,000 /year