Job Details
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 53717 - Work from home 1 day a week after training
Compensation: $50,000 - $70,000 + 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.