Find & Apply For Personal Financial Advisor Jobs in Adell, Wisconsin

Financial Services Assistant Adell, WI 53001 From $50,000 a year - Full-time Apply with Indeed Summary of responsibilities This position is responsible for building and maintaining client relationships while providing administrative and technical support to the advisors to facilitate client growth. Helping clients achieve their financial dreams and building lasting relationships for years to come. Principal responsibilities Help advisor prepare for client meetings. Anticipate advisor needs and handle them proactively. Make suggestions to systematize and improve office functions. Track all pending business paperwork; when documents are outstanding, update pending business summary sheet for advisor's attention; track and tally all outstanding work weekly. Complete all forms correctly and submit them within one business day. File client statements, correspondence, and agreements completely within five business days. Use excellent customer service skills to build client relationships. Answer phone and handle all client service issues within capacity Use systems efficiently to schedule client meetings, enter new contacts, trading, reporting, etc. Assist with data entry of all client financial information. Track and order all supplies. Prepare and send outgoing mail. Required knowledge/skills/competencies Ability to think on one's feet Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance, or handle as a group A conscientious nature and strong interpersonal skills Ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client's circumstances Strong organizational skills Ability to proactively relate client concerns to advisor Ability to identify and solve problems Ability to use multiple technology platforms (e.g., Orion, Schwab Advisor Center, etc) Proofreading (or quality assurance) skills to ensure that own work is in accordance with firm criteria

Job Type:

Full-time Pay:

From $50,000.00 per year

Benefits:

Retirement plan

Work Location:

In person