Client Service Associate (Administrative Assistant) Legacy Investment Services | Appleton, WI | Full time, in office, Monday to Friday $24 to $28 per hour Our advisors are losing a third of their week to paperwork. That is why this job exists. You take that load and run it better than they do. What you own New client onboarding start to finish, from signed paperwork to funded accounts, roughly a four week process Account applications, transfers, beneficiary designations, and insurance paperwork, chased until they clear Client service requests. Distributions, address changes, statements, handled same day via Excel and phone calls Our CRM, kept current without anyone asking You are the first call for clients who need something done, and the person who catches the missing signature before it costs someone two weeks. Who fits Organized to a degree other people find mildly excessive Patient on the phone with retirees, because most of our clients are 2 or more years in administrative, operations, or client service work Discreet with confidential information Financial services experience is a plus, not a requirement. Banking, insurance, title, legal, and medical office backgrounds all translate. We teach the industry. We cannot teach reliability. Pay and benefits $24 to $28 per hour, based on experience 8 paid holidays plus 12 PTO days, accrued monthly Flexible scheduling around personal obligations, which we actually mean The part most firms cannot offer We pay for your securities licensing if you want it. Several people in this business started in this exact seat and are advisors today. If that is the direction you want, we will fund the exams and build the path Referral bonus of 0.10% of assets on any client you personally bring in. A $1M household pays you $1,000 Annual performance bonus that grows with your tenure Family owned, we own our building on Ballard Road, and your work is visible instead of buried in a department To apply Apply through Indeed with your resume. In the application, answer one question in a few sentences. What is the most disorganized process you have ever cleaned up, and what did you change?

Pay:

$22.00 - $28.00 per hour Expected hours: 35.0 - 42.0 per week

Benefits:

Flexible schedule Paid time off Professional development assistance Referral program

Experience:

Microsoft Excel:

2 years (Preferred)

Finance:

2 years (Preferred) Ability to

Commute:

Appleton, WI 54913 (Required)

Work Location:

In person