Administrative Assistant

5 days ago


Waukesha, Wisconsin, United States Advisor Employee Services Full time
Job Summary

We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and assisting with various financial planning tasks.

Key Responsibilities
  • Prepare and maintain detailed client files, including financial plans, investment allocation models, and insurance proposals.
  • Utilize various software and websites to obtain client and product information, and compare existing solutions to those currently available in the marketplace.
  • Establish and maintain relationships with clients, providing exceptional customer service and resolving inquiries in a timely and professional manner.
  • Assist in client meetings, presentations, and correspondence, including letters and email correspondence.
  • Perform routine administrative tasks, such as data entry, filing, and record-keeping.
Requirements
  • 2+ years of administrative office experience in a fast-paced environment.
  • Financial industry experience preferred.
  • Intermediate to advanced skills with MS Office Suite, specifically Excel.
  • Strong organizational skills, attention to detail, and ability to prioritize tasks.
  • Excellent communication and customer service skills, both verbal and written.
Benefits
  • Competitive salary range: $45,000-60,000.
  • Three weeks paid time-off per year.
  • Additional days off when company goals are met.
  • Traditional and Roth 401(k) retirement plans with company contributions.
  • Group health insurance plan with a great provider network.
  • Free lunches and on-site coffee, tea, and snacks.
  • Opportunities for professional development and certification.
What We Offer

We are committed to providing a supportive and collaborative work environment that allows our employees to grow and thrive. We offer a range of benefits and perks, including:

  • A competitive salary and benefits package.
  • Opportunities for professional development and certification.
  • A supportive and collaborative work environment.
  • A chance to work with a reputable and established financial services firm.

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



  • Waukesha, Wisconsin, United States Waukesha County Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Waukesha County. As an Administrative Assistant, you will provide exceptional customer service, perform various administrative tasks, and support the day-to-day operations of our department.Key Responsibilities:Provide quality...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Waukesha County. As an Administrative Assistant, you will provide exceptional customer service, perform various administrative tasks, and support the day-to-day operations of our department.Key Responsibilities:Provide...


  • Waukesha, Wisconsin, United States Wisconsin Metal Parts LLC Full time

    Job SummaryWe are seeking a detail-oriented and process-driven Administrative/Data Entry Assistant to join our production/order entry team. This role will be responsible for reviewing and resolving discrepancies in new or repeat work/purchase orders, completing routine data entry, and routing job packets for manufacturing divisions.Key...


  • Waukesha, Wisconsin, United States adminproforum Full time

    Job Title: Customer Service Administrative AssistantJob Summary:We are seeking a highly skilled Customer Service Administrative Assistant to join our team at Robert Half. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our clients.Key Responsibilities:Provide customer service via...


  • Waukesha, Wisconsin, United States adminproforum Full time

    **Job Summary**We are seeking a highly skilled Customer Service Administrative Assistant to join our team at AdminProForum. As a key member of our support team, you will be responsible for providing exceptional customer service and administrative support to our clients.**Key Responsibilities:**Provide timely and accurate data entry of orders in our...


  • Waukesha, Wisconsin, United States Walbec Group Full time

    Job Title: Administrative Assistant - TransportationWe are seeking a highly organized and detail-oriented Administrative Assistant - Transportation to join our team at the Walbec Group. As a key member of our operations team, you will be responsible for providing administrative support for our transportation operations, ensuring the smooth execution of our...


  • Waukesha, Wisconsin, United States Boelter Companies Full time

    Customer Service Administrative AssistantBoelter Companies is seeking a highly skilled and detail-oriented Customer Service Administrative Assistant to join our team. As a vital support member of the Customer Service Department, you will play a key role in ensuring timely completion of the entire order process and projects.Key Responsibilities:Provide...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Waukesha County is seeking an Administrative Specialist to join the Register of Deeds Land Records Division. The successful candidate will perform skilled administrative support work, providing intermediate administrative, program, or technical operations. Key responsibilities include: * Providing administrative support to the Land Records Division *...


  • Waukesha, Wisconsin, United States Capri Communities Full time

    {"Job Title": "Administrative Assistant", "Job Description": "Job SummaryCapri Communities is seeking a highly organized and detail-oriented Administrative Assistant to provide support to our Executive Director. This is a part-time position requiring 15-20 hours of work per week.Key ResponsibilitiesMaintain accurate records of occupancy, revenue, expenses,...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Job SummaryWe are seeking a highly skilled Administrative Specialist to join our team at Waukesha County. As an Administrative Specialist, you will provide administrative support to our department, performing a variety of tasks including preparing and maintaining records, reports, and files, and assisting staff with programs and projects.Key...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Waukesha County is seeking an Administrative Specialist to join the Register of Deeds Land Records Division. The successful candidate will perform skilled administrative support work, providing intermediate administrative, program, or technical operations. Key responsibilities include: * Providing administrative support to the Land Records Division *...

  • Office Administrator

    2 weeks ago


    Waukesha, Wisconsin, United States Hub Group Full time

    Job Title: Office AdministratorHub Group is seeking a highly organized and detail-oriented Office Administrator to provide administrative support to our team. As an Office Administrator, you will be responsible for a variety of tasks, including providing administrative office support, and warehouse duties as assigned.Key Responsibilities:Provide...


  • Waukesha, Wisconsin, United States Capri Communities Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Capri Communities. As an Administrative Assistant, you will provide critical support to our Executive Director, ensuring the smooth operation of our property management functions.Key ResponsibilitiesFinancial Management: Maintain accurate records of...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Waukesha County's Department of Health and Human Services, Public Health Division - WIC Program. The successful candidate will provide exceptional customer service, perform data entry, and assist with program support in a busy clinic environment.Key...


  • Waukesha, Wisconsin, United States Waukesha County Human Resources Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Administrative Specialist to join our team at Waukesha County Human Resources. As an Administrative Specialist, you will provide administrative support to our department, ensuring the smooth operation of our daily activities.Key ResponsibilitiesPrepare and maintain detailed records, reports,...


  • Waukesha, Wisconsin, United States Boelter Companies Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Customer Service Administrative Assistant to join our team at Boelter Companies. As a key member of our Customer Service Department, you will play a vital role in ensuring the timely completion of orders and projects.Key ResponsibilitiesProvide exceptional customer service and support to...


  • Waukesha, Wisconsin, United States Waukesha County Human Resources Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Administrative Specialist to join our team at Waukesha County Human Resources. As an Administrative Specialist, you will provide administrative support to our department, ensuring the smooth operation of our daily activities.Key ResponsibilitiesPrepare and maintain detailed records, reports,...


  • Waukesha, Wisconsin, United States Waukesha County Full time

    Job SummaryWe are seeking a highly skilled and experienced Administrative Specialist to join our team at Waukesha County. As a key member of our Circuit Court Services Department, you will be responsible for providing advanced level administrative support to our team.Key ResponsibilitiesProvide administrative support to the Commissioner Deputy Clerk,...


  • Waukesha, Wisconsin, United States Walbec Group Full time

    Job Title: Administrative Assistant - TransportationJoin the Walbec Group team as an Administrative Assistant - Transportation and contribute to the success of our company. As a key member of our team, you will be responsible for performing a variety of administrative tasks related to our licensed vehicle fleet.Key Responsibilities:Gather, file, and track...


  • Waukesha, Wisconsin, United States Waukesha County Human Resources Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Administrative Specialist to join our team at Waukesha County Human Resources. As an Administrative Specialist, you will provide administrative support to our department, ensuring the smooth operation of our daily activities.Key ResponsibilitiesPrepare and maintain detailed records, reports,...