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Financial Services Coordinator

2 months ago

Madison, Wisconsin, United States Connect Search, LLC Full time

Job Summary

Connect Search, LLC is seeking a highly skilled Financial Advisor Assistant to join our team. As a key member of our organization, you will provide administrative support to upper management, ensuring the smooth operation of our financial services.

Key Responsibilities

  • Provide exceptional administrative support to senior management, including preparing and processing financial documents and reports.
  • Develop and maintain accurate and organized filing systems, both physical and electronic.
  • Prepare and disseminate professional communications, such as memos, emails, and reports, to internal and external stakeholders.
  • Offer outstanding customer service to clients, responding to their inquiries and concerns in a timely and professional manner.

Requirements

  • Bachelor's degree or Associate's degree in a related field, such as business administration or finance.
  • Previous experience in the financial services industry, with a strong understanding of financial concepts and regulations.
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel.
  • Ability to obtain the FINRA Series 99 certification.