Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?

Our busy financial planning firm, Drake & Associates, headquartered in Waukesha, WI is looking for a strong Administrator for our newly opened Waukesha, WI location.

This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business.

The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily.

• 2 years of office experience in a fast-paced environment
• Financial Industry experience preferred, but not required
• Intermediate to advanced skills with Google / MS Office Suite, specifically Google Calendar
• Desire to obtain long-term employment This position requires that you possess the following skills :
• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality

Responsibilities :

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include :

• Answer phones & greet clients in a friendly, positive and warm manner
• Be the 1st point of contact for prospects and clients
• Maintain office supplies and out-going correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Assist with client inquiries regarding their account
• Set appointments with prospect & clients & assist Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system; both paper and electronic
• Complete & process new client applications
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed Salary $40,000 - $60,000 BOE Money for Nothing Three weeks paid time-off each year available on hire date Additional Days Off When we meet our goals, we prefer to give employees extra days off Flexibility and in a non-client facing role, kids sick, work from home.

We aim to embrace flexibility in the crazy times we live in! Retirement We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions.

Employees under 50 years of age can contribute $23,000 and get a 3% match on top of that. Are you 50 ? You can contribute $30,500 in addition to the 3% company match.

We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50 . We know a lot about money, it’s what we do! Let’s Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.

Hungry? Free Lunches provided for weekly team building Free coffee (Nespresso), tea, sodas, water, and hot cocoa all on-site Want To Lend a Hand?

We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There? We are located at 4095 Embassy Drive SE, Suite A in Grand Rapids, MI Wow, You’re Smart! We’ll pay for you to obtain your life insurance license;

health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation! Want to get your CPA license?

Let’s do it! Let’s have fun! Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party! Paid-for Annual Trips Company hits our goals, let's all travel together!

Last updated : 2024-06-08