Administrative Assistant

1 week ago

Verona, United States Wealth Distribution Strategies, LLC Full time
Job DescriptionJob Description

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.

Company DescriptionOur company has a mission to help it's clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time. We do this by hosting monthly activities and client events focused on at least one of the five core areas of our mission statement. We are looking to add another team member to our rapidly growing family at WDS (Wealth Distribution Strategies, LLC) that is a hard worker and committed to helping our clientele.Company DescriptionOur company has a mission to help it's clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time. We do this by hosting monthly activities and client events focused on at least one of the five core areas of our mission statement. We are looking to add another team member to our rapidly growing family at WDS (Wealth Distribution Strategies, LLC) that is a hard worker and committed to helping our clientele.

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