Financial Services Professional

Summary

Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture.

Location: Madison WI 53717 - Work from home 1 day a week after training

Compensation: $50,000 - $55,000 + Bonus

Responsibilities

Provide direct administrative support to upper management.

Prepare and process forms, and documents.

Prepare communications such as memos, emails, reports, and other correspondence.

Maintain physical and electronic filing systems.

Provide excellent customer service to clients.

Qualifications

Bachelor’s degree or Associate's degree preferred.

Prior experience within the financial services industry.

Proficient in Microsoft Outlook, Word, and Excel.

Desire to obtain the FINRA Series 99.