Administrative Assistant

Focus Financial is recognized as a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $5.5 billion in assets under management with over 120 financial advisors. Since 2003, we’ve consistently been ranked as one of the metro area’s Top 25 Asset Management Firms by the Minneapolis St. Paul Business Journal.

Focus Financial has an immediate opening for a full-time in-office Administrative Assistant to work with an advisor’s practice in Wausau, WI.

Responsibilities:

· Support staff to an advisor to include daily administrative duties such as:

o Answer, coordinate and organize in bound client calls and maintain schedules

o Meeting preparation and follow-up

o Manage daily business and proactively monitor workflow to ensure accurate and timely completion

o Database and file management

o Compliance record keeping

o Draft and edit correspondence

o Organize team office and supplies, etc.

· Provide client service on behalf of the advisor that may include:

o Respond to client inquiries and proactivity reach out to clients for follow-up

o Responds to prospects request for more information

o Supports advisor’s marketing activities as a delegate

Requirements:

· Professional, articulate, and polished demeanor

· Customer service experience

· Able to manipulate data in a spreadsheet or database software program

· Able to quickly learn rules and guidelines to comply with compliance requirements

· Excellent oral and written communication skills

· Able to establish and maintain cooperative working relationships

· Self-directed, yet works well with and collaborates within a team

· Process driven able to assess a situation, provide a solution, and implement

· Detail oriented, organized and ability to manage changing priorities

· Appropriately handle confidential information

· Familiar with Microsoft Word and Outlook, Microsoft Excel and Adobe Reader

· Experience with a CRM database

The best candidate for this position will have not only these requirements, but above all else, a strong work ethic, positive attitude, pleasant demeanor and outstanding interpersonal skills.

Preferred, but not required:

· 2-year degree

· Financial services industry experience

Job Types: Full-time, Part-time

Pay: $19.00 - $23.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Wausau, WI 54401 (Required)

Ability to Relocate:

• Wausau, WI 54401: Relocate before starting work (Required)

Work Location: In person

Salary : $19 - $23