As an Administrative Assistant, you are the first person that clients, visitors, and our team will see as they enter our office, so it is essential to create a welcoming atmosphere.

Your primary job duties are to:

• Maintain reception area and conference rooms

• Answer phones and greet clients and other visitors

• Respond to client requests with a high degree of accuracy and outstanding customer service

• Determine which issues require immediate elevation to the Financial Advisor or management

• Assist with incoming and outgoing mail

• Schedule and confirm client review meetings

• Prepare for client review meetings, including data entry and creation of reports

• Prepare, process, scan, and file paperwork and ensure new business and account maintenance is processed successfully

• Prepare and maintain internal reports to meet deadlines

• Send periodic client correspondence and follow up with clients as needed

• Assist with the preparation of and attend client events to maintain relationships

• Perform other administrative tasks as assigned

A successful candidate will need to possess the following skills and attributes:

• Friendly, positive attitude

• Eager to learn

• High level of problem-solving skills

• Ability to stay organized, multitask, and adapt to changing priorities

• Able to work independently and within a team environment

• Ability to manage highly confidential information and execute independent judgement

• Understand and adhere to all relevant compliance policies, procedures, and regulations

• Accept responsibility for personal development through training, collaboration, and teamwork

• Strong verbal and written communication, including strong telephone etiquette

• Proficient in Microsoft Office products and a basic understanding of a contact management system

Qualifications:

• Experience as a front desk receptionist or in an administrative role (strongly preferred)

• Ability to obtain and maintain a notary role

• Must be bondable

• Must pass a background check

Why work for Wealth Distribution Strategies?

Wealth Distribution Strategies is a rapidly growing financial advisory firm in Verona, WI. Our culture is fast-paced, motivational, and focused on improving our clients’ lives. We offer a great working environment in a beautiful and professional office location. This is your chance to play a vital role in the continued success of our company.

• Full-time position, Monday-Friday business hours

• Paid vacation and sick time

• Paid Holidays

• 401k/Profit Sharing

• Various bonus rewards

• Health and dental insurance

Job Type: Full-time

Securities and Advisory Services offered through Harbour Investments, Inc. Member FINRA/SIPC.