Salary Resume Critique Job Openings

Financial Advisor Assistant

Connect Search
Madison, WI Full Time
POSTED ON 5/9/2024

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 - $60,000 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 our 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.

Salary.com Estimation for Financial Advisor Assistant in Madison, WI

$70,886 - $93,105

For Employer

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