Company Info
WFA Asset Management Corporation


Whitefish Bay, WI, United States

Phone:
Web Site: www.wfa-asset.com

Company Profile


Administrative Assistant


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Job ID:

1861

Location:

Whitefish Bay, WI, United States 

Category:

Admin-Clerical, Customer Service, General Business

Salary:

per hour
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Job Views:

105

Zip Code:

53217

Employment Type:

Full time

Posted:

07.08.2016
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Job Description:

~~Investment Advisory Firm in Whitefish Bay currently has a full-time Administrative Assistant position available for a self-motivated, detail-oriented multitasker with experience in the financial planning or asset management industries and the desire to work in a small company environment.

Ideal candidate will perform an array of office and client-serving duties, including:
• monitoring and ordering of office supplies;
• drafting correspondence;
• answering phone calls and taking messages;
• scheduling and organizing meetings;
• managing client information (updating CRM);
• preparing necessary paperwork for investment and retirement account transactions;
• preparing daily, monthly, and quarterly client reports;
• troubleshooting problems and serving as liaison between financial advisors and clients; and
• communicating with clients, either verbally and/or in writing, regarding portfolio holdings and transactions. 
 

~~Candidates can send resume with cover letter to: 

Administrative Assistant
P.O. Box 170020
Whitefish Bay, WI  53217

OR

Tim@wfa-asset.com

Job Requirements:

~~Candidate must have Associate Degree, strong written and verbal communication skills, and working knowledge of Microsoft Excel and Word. Experience with CRM, investment/retirement account paperwork, and financial transactions is preferred.