Financial Assistant

4 days ago


Madison, Wisconsin, United States Bulldog Financial Full time
Job Title: Financial Assistant

About Us: At Bulldog Financial, we are dedicated to helping our clients achieve their financial goals. Whether it's planning for retirement, managing investments, or saving for the future, we provide personalized financial solutions to meet our clients' needs.

Salary: Estimated $40,000 - $60,000 per year based on location and experience.

Responsibilities:
  • Greet clients and visitors with a warm and welcoming attitude.
  • Answer and direct phone calls in a professional manner and provide assistance as needed.
  • Manage the reception area and maintain a neat and organized workspace.
  • Schedule appointments and assist with administrative tasks as needed.
  • Work closely with teammates to ensure the office runs smoothly.


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