Administrative Assistant

Top Job

Located in Onalaska, WI

Salary: Starting at $18+/hr

Express Employment Professionals has partnered with a La Crosse area financial advisory firm and we are searching for a motivated and detail-oriented Administrative Assistant to join their team.  The ideal candidate will play a key role in supporting the financial advisors and enhancing the efficiency of the office operations.  This is an excellent opportunity for individuals with a passion for finance or those looking to gain experience in the financial services industry.

 

 

Hours: Monday-Friday 8am to 5pm

Pay: Starting at $18+/hr based on experience.

A full benefits package will be offered after the probationary period.

 

 

Job duties will include:

• Provide administrative support to financial advisors and other team members.
• Manage calendars, schedule appointments, and coordinate meetings.
• Prepare and organize client documents, forms, and reports.
• Assist with client communications and correspondence.
• Maintain client databases and ensure data accuracy.
• Handle incoming calls and emails in a professional manner.
• Perform general office tasks such as filing, scanning, and photocopying.
• Independently prioritize tasks and manage workload effectively.
• Solve problems efficiently and proactively seek solutions.
• Handle multiple projects simultaneously while maintaining attention to detail and meeting deadlines.
• Assist with special projects and initiatives as needed.

 

Qualifications:

• Interest in or basic understanding of finance and investment concepts.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).
• Effective communication skills, both verbal and written.
• Ability to work independently and collaboratively as part of a team.
• Proven ability to problem solve and make sound decisions.
• Demonstrated capacity to handle multiple projects simultaneously.
• Professional demeanor and positive attitude.
• Previous administrative or office experience is preferred but not required.

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