15 Jobs in Madison, WI
Connect Search is Hiring a Financial Advisor Assistant Near Madison, WI
Summary
Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture.Location: Madison WI 53717 - Work from home 1 day a week after training
Compensation: $50,000 - $60,000 Bonus
Responsibilities
Provide direct administrative support to upper management.
Prepare and process forms, and documents.
Prepare communications such as memos, emails, reports, and other correspondence.
Maintain physical and electronic filing systems.
Provide excellent customer service to our clients.
Qualifications
Bachelor’s degree or Associate's degree preferred.
Prior experience within the financial services industry.
Proficient in Microsoft Outlook, Word, and Excel.
Desire to obtain the FINRA Series 99.
Job Summary
Full Time
Business Services
$48k-64k (estimate)
05/09/2024
07/08/2024
connectsearchllc.com
CHICAGO, IL
25 - 50
2012
JOEL KATZ
<$5M
Business Services
Related Companies
About Connect Search
Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart. We have long-standing relationships with several of Illinois top employers. Our founding partners offer profound networks in Information Technology, Finance & Accounting, Administrative, and Executive Search. Our services include contract, contract-to-hire, and permanent placement across all divisions. Why Connect Search? We have long-standing relationships with a diverse portfolio of employers nationwide. At Connect Search, we believe nothing is more import ...
ant than delivering exceptional service to our clients and candidates. The Connect Search team recruits the best and the brightest in the industry. With our proven track records of success, we are able to deliver the best quality candidates to our clientele. We align ourselves with both our candidates and clients in order to achieve their goals and to form enduring partnerships through the process. Get Connected!
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The job skills required for Financial Advisor Assistant include Customer Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor Assistant positions, which can be used as a reference in future career path planning. As a Financial Advisor Assistant, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor Assistant. You can explore the career advancement for a Financial Advisor Assistant below and select your interested title to get hiring information.
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