Financial Services Assistant

2 weeks ago


Madison, Wisconsin, United States Connect Search, LLC Full time
Financial Advisor Assistant

Connect Search, LLC is seeking a highly skilled Financial Advisor Assistant to join our team. This role offers a unique opportunity to work with a dynamic company and contribute to the success of our clients.

Key Responsibilities:

  • Provide administrative support to upper management, ensuring seamless day-to-day operations.
  • Prepare and process various forms, documents, and communications, maintaining accuracy and attention to detail.
  • Develop and maintain physical and electronic filing systems, ensuring easy access to critical information.
  • Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.

Requirements:

  • Bachelor's degree or Associate's degree in a related field, preferably with prior experience in the financial services industry.
  • Proficient in Microsoft Outlook, Word, and Excel, with a strong understanding of financial software and systems.
  • Ability to obtain the FINRA Series 99 certification, with a strong desire to learn and grow within the company.

What We Offer:

  • A competitive salary range of $50,000 - $65,000, plus bonus opportunities.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.


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