Job Details
Client Experience Administrative Assistant
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm, Drake & Associates, headquartered in Waukesha, WI is looking for a strong Client Experience Administrator for our newly opened Waukesha, WI location. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
Minimum Requirements:
2+ years of office experience in a fast-paced environment
Financial Industry experience preferred, but not required
Intermediate to advanced skills with Google/MS Office Suite, specifically Google Calendar
Desire to obtain long-term employment
This position requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Responsibilities:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include:
Answer phones & greet clients in a friendly, positive and warm manner
Be the 1st point of contact for prospects and clients
Maintain office supplies and out-going correspondence
Assist clients with issues and concerns
Build and improve upon client relationships
Assist with client inquiries regarding their account
Set appointments with prospect & clients & assist Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Maintain office filing system; both paper and electronic
Complete & process new client applications
Record notes from client conversations
Assist with various marketing objectives
Other industry-specific tasks as needed
Salary
$40,000 - $60,000 BOE
Money for Nothing
Three weeks paid time-off each year available on hire date
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 and get a 3% match on top of that. Are you 50+? You can contribute $30,500 in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it s what we do!
Let s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
We are located at 4095 Embassy Drive SE, Suite A in Grand Rapids, MI
Wow, You re Smart!
We ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner designation!
Want to get your CPA license? Let s do it!
Let s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Client Experience Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!