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
Prior experience within the financial services industry.