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 - $70,000 + 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

• Prior experience within the financial services industry.
• Proficient in Microsoft Outlook, Word, and Excel.
• Desire to obtain the FINRA Series 99.