Administrative Assistant

3 weeks ago


Mequon, United States AllianceStaff, LLC Full time
  • Administrative – Assist with written communication and correspondence support to advisors at the firm including sales documents, client reviews, and marketing/education collateral
  • Customer Service – Welcome clients to office, attend networking and community development events, follow up on customer inquiries
  • Sales Support – Review calendars to create appointments, manage files and databases containing customer lists and sales leads


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