Located in Neenah, WI

Salary: 18-$22/HR

Hours: Monday-Friday 7:30am-4:30pm

Pay: $18-$22/HR

Duties:

Perform various administrative duties as assigned, ensuring confidentiality in all aspects of client and staff information.
Adhere to conduct and performance standards in all duties performed.
Assist assigned officer(s) in day-to-day activities, prioritizing workload to meet client and Administrative Officer’s requirements.
Monitor accounts for overdrafts, daily transactional activity, and bill paying.
Coordinate incoming and outgoing correspondence, including mailing client statements and tax information.
Assist with opening and closing accounts, gathering necessary information and completing documentation.
Respond to client, prospect, and center of influence inquiries and requests, and refer them to the appropriate individual when necessary.
Compile data and prepare internal reports, records, and forms.
Schedule and confirm appointments for assigned officer(s).
Assist with processing discretionary requests and other distributions and receipts as requested by the client.
Make travel arrangements when necessary.
Maintain an electronic client filing system for organization and swift retrieval of information.
Monitor and complete initial and annual administrative account reviews on a timely basis.
Maintain effective communication with assigned officer(s) and other internal departments.
Provide backup support to other Client Representatives as needed.
Participate in training sessions to enhance skills and knowledge.

Qualifications:

Knowledge of organization, planning, records management, and general administration principles and practices.
General knowledge of various types of investment accounts and trust industry terms.
1-3 years of experience in the financial industry.
Proficiency in Microsoft Word, Excel, and Outlook.
Ability to develop strong working relationships with third parties.
Customer service-oriented mindset.

What does Express offer to you?

Why Express Employment Professionals, Appleton WI?

Express, Appleton WI placed over 1,350 people in 2023 just in the Appleton area!
We provide our associates with excellent comprehensive and competitive benefits!
When you apply to us, you apply to 100+ companies in the Fox Valley!
Over 170 people were hired on with a permanent position in 2023.

Apply now:

Call - (920) 624-6100 to schedule a phone interview.

Address - 3303 W College Ave STE B Appleton, WI 54914

Email - jobs.appletonwi@expresspros.com

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Express Office: Appleton

1033 West College Avenue

Suite 100

Appleton, WI 54914

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