You haven't searched anything yet.
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 Administrator for our newly opened Mequon, 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 :
Responsibilities :
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include :
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!
Last updated : 2024-06-08
Full Time
$47k-59k (estimate)
05/22/2024
09/07/2024
aesplacement.com
Overland Park, KS
<25