Demo

Office Coordinator

Connect Search, LLC
Middleton, WI Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025

Company Overview:

Connect Search, LLC is a dynamic organization seeking a skilled Office Assistant to join our team. As a key member of our staff, you will provide exceptional service and support to our clients.

Key Responsibilities:

  • Provide reception duties, including answering phones, greeting visitors, and directing them to the appropriate destination.
  • Manage mail, messages, and courier deliveries, including collecting, sorting, distributing, and preparing documents.
  • Develop and maintain required office compliance documents, handle cashiering tasks, and review daily reports.
  • Transmit information or documents to customers via computer, mail, or fax, and maintain and scan customer correspondence for record-keeping purposes.

Required Qualifications:

  • A high school diploma and general office experience are required.
  • A FINRA Series 99 license is preferred but not mandatory; the successful candidate will be required to pass the Series 99 regulatory exam within their first year of employment.

Desirable Skills:

  • Customer Service: Strong understanding of customer needs, service quality standards, and customer satisfaction evaluation.
  • Clerical Skills: Knowledge of administrative procedures, office software (Word, Excel, Outlook), and file management.
  • Time Management: Ability to manage time effectively with minimal supervision.
  • Judgment and Decision Making: Able to weigh costs and benefits of potential actions and make the most appropriate decisions.
  • Professionalism: Maintain a professional demeanor and positive attitude as the first point of contact.

Tools/Technology Required:

  • Proficiency with general office technology, including Microsoft Word, Excel, and Outlook.
  • Strong multitasking ability, phone experience, and attention to detail.

Salary:$40,000-$50,000

Salary : $40,000 - $50,000

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