Administrative Coordinator

Packerland Brokerage Services
WI Remote Full Time
POSTED ON 2/2/2024 CLOSED ON 2/7/2024

What are the responsibilities and job description for the Administrative Coordinator position at Packerland Brokerage Services?

Packerland Brokerage Services, a broker dealer servicing financial advisors, has added a position and is seeking a bright and talented Administrative Coordinator to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a 28-person team that enjoys its time together inside and outside of the office.

If our Administrative Coordinator role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail.

Key Accountabilities for the role will include the following:

1. Execute daily tasks to ensure prospects are on track to join Packerland's Broker-Dealer

2. Maintain the databases and other information to keep Packerland's prospecting & marketing effective

3. Work with other departments in the organization so representatives have a great onboarding experience

4. Assist the director of recruiting in the day-to-day functions of the department

Qualifications

Education

College degree preferred but not required in lieu of experience

Experience

A minimum of two years in an office administration role or similar experience

Skills

  • Superior customer service skills and the ability to collaboratively work with representatives and internal team members
  • Highly organized and able to create an organized and easy-to-follow system for others
  • Ability to handle multiple tasks and duties simultaneously
  • Independently motivated, with the ability to take on tasks and duties without immediate direction
  • Excellent verbal and written communication, including speaking clearly and persuasively
  • Strong knowledge of MS Office, and CRM’s
  • Excellent Excel knowledge and data analysis

About Packerland Brokerage Services, Inc

Founded in 1994 and located in Green Bay, WI, Packerland Brokerage Services is a Broker-Dealer and Registered Investment Adviser with the Securities & Exchange Commission (SEC). Packerland supports independent financial advisers nationwide and empowers them to grow and manage successful independent businesses.

What we stand for: These core values are at the heart of everything we do here at Packerland. We are:

  • Transparent and straightforward.
  • Hardworking and dependable.
  • Nimble and resourceful.
  • Down to earth and customer focused.
  • Reasonable and make decisions with common sense.

What we believe in:

PROMOTING INDEPENDENCE. EMPOWERING INDEPENDENTS.

At Packerland Brokerage Services, we live and breathe by this tagline. This simple statement represents our daily commitment to give our independent registered representatives choices.

Details & Benefits

Job Type

Full-time

Pay

$19.00 - $20.00 per hour

Benefits

  • Simple IRA
  • Simple IRA matching
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Retirement plan

Schedule

  • 8-hour shift
  • Day shift
  • Monday through Friday

Supplemental Pay

Bonus Pay

Work location

This is a remote position with occasional days in the home office. Must live in Wisconsin (required).

Ability to Commute

Green Bay, WI 54313: Must be able to reliably commute when needed (required)

If you feel you meet these requirements, please email your resume and salary requirements to jobs@packerlandbrokerage.com with the subject line Administrative Coordinator.

Job Type: Full-time

Pay: $19.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Tuition reimbursement

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: Remote

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