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Sales and Administrative Assistant

Silver Leaf Investment Advisors
Prairie, WI Full Time
POSTED ON 9/3/2024 CLOSED ON 3/4/2025

What are the responsibilities and job description for the Sales and Administrative Assistant position at Silver Leaf Investment Advisors?

Company Description

Silver Leaf Investment Advisors in Prairie du Sac, WI, specializes in Retirement Income Planning & Investment Advice for all planning stages. They believe in comprehensive planning to provide the best advice to clients. Securities and advisory services are offered through Commonwealth Financial Network®, with a focus on asset growth, income protection, and creating income streams from retirement accounts.


Role Description

This is a full-time on-site role for a Sales and Administrative Assistant at Silver Leaf Investment Advisors in Prairie du Sac, WI. The Sales and Administrative Assistant will be responsible for sales assistance to multiple investment advisors and their clients, phone etiquette, communication, executive administrative assistance, and clerical skills in support of the sales team and office operations.


Qualifications

  • Experience in sales support, office administration or similar role, preferably in industries such as banking, investments, legal or accounting
  • Strong Phone Etiquette and Communication skills
  • Attention to detail and organizational skills
  • Clerical Skills
  • Ability to prioritize in a fast-paced environment
  • Excellent customer service skills
  • Proficiency in MS Office Suite and Adobe Acrobat
  • Experience working independently and as part of a team
  • No professional licensing required
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