Office Specialist

Office Specialist

Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company.

Retirement Planning firm in the Evansville, WI area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support to Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support.

Position Summary:

Retirement Planning firm in the Evansville, WI area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

A brief summary of the tasks are below:

  • Receive incoming client calls in a friendly manner
  • Assist in processing new client applications as needed
  • Input prospects to database
  • Handle servicing of specific client accounts (opening, closing and transferring of accounts)
  • Manage Advisors calendar
  • Set appointments, reschedule appointments
  • Marketing Assistance for the firm
  • Keep CRM updated with client interaction
  • Perform other duties and projects as assigned

Salary Base: $30,000 – $35,000

If you meet or exceed the expectations described above, please apply today!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 608.208.1800