Client Services Assistant - Financial Services

Client Services Assistant – Financial Services

About Us: Schmocker Financial Services is a dynamic and forward-thinking independent financial advisory firm dedicated to providing personalized financial solutions to our clients. With a focus on integrity, expertise, and exceptional client service, we strive to help individuals, families, businesses, and business owners achieve their financial goals and secure their financial future.

Position Overview: We are seeking a motivated and detail-oriented Client Services Assistant to join our team. The ideal candidate will play a key role in supporting our advisors and enhancing the efficiency of our office operations. This is an excellent opportunity for individuals with a passion for finance or those looking to gain experience in the financial services industry.

Responsibilities:

• Provide administrative support to financial advisors and other team members.
• Manage calendars, schedule appointments, and coordinate meetings.
• Prepare and organize client documents, forms, and reports.
• Assist with client communications and correspondence.
• Maintain client databases and ensure data accuracy.
• Handle incoming calls and emails in a professional manner.
• Perform general office tasks such as filing, scanning, and photocopying.
• Independently prioritize tasks and manage workload effectively.
• Solve problems efficiently and proactively seek solutions.
• Handle multiple projects simultaneously while maintaining attention to detail and meeting deadlines.
• Assist with special projects and initiatives as needed.

Qualifications:

• 2 or 4 year degree in finance related field preferred but not required.
• Interest in or basic understanding of finance and investment concepts.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).
• Effective communication skills, both verbal and written.
• Ability to work independently and collaboratively as part of a team.
• Proven ability to problem solve and make sound decisions.
• Demonstrated capacity to handle multiple projects simultaneously.
• Professional demeanor and positive attitude.
• Previous administrative or office experience is preferred but not required.

Benefits:

• Competitive salary and retention bonus commensurate with experience.
• Opportunities for professional development and advancement.
• Health insurance benefits and retirement savings plan.
• Collaborative and supportive work environment.

How to Apply: If you are passionate about finance and interested in joining our team, please submit your resume and a brief cover letter outlining your qualifications and why you are interested in this position by email or mail to Schmocker Financial, 2800 National Dr., Suite 103, Onalaska, WI 54650. We look forward to reviewing your application!

Schmocker Financial Services is an equal opportunity employer and welcomes diversity in the workplace.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person