Administrative Associate

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Job description

A top, nationally recognized, boutique Wealth Management firm in downtown Milwaukee looking for a warm, friendly, fiercely organized, detail-oriented, self-starter and "go-getter" to join our rapidly growing team. The ideal candidate will be a team player with exceptional personal and communication skills. This person will provide executive support to all office functions and team members. As the first point of contact for our firm, the ability to deliver the highest level of client experience is key. Duties include but are not limited to:

• Greet and welcome clients and guests

• Answer all incoming calls

• Direct preliminary customer service inquiries

• Assist in case preparation assembly

• Coordinate incoming mailings and correspondence

• Manage scanning and e-filing of all documents and emails

• Coordinate outgoing mailings and correspondence

• Maintain boutique office and conference room environment to include ergonomics, supplies, marketing and

investment brochures

• Provide executive assistance to Wealth Management Advisors for seminars, training, travel, speaking and committee

participation

• Provide support to operations and marketing initiatives

• Coordinate team meetings, activities, outings and recognition

Skills and Qualifications:

• Exceptional verbal and written communication

• Ability to multi-task in fast pace environment

• Strong working knowledge of Microsoft Word, Excel and Outlook

• Exceptional customer service and diplomatic skills

• Extremely organized, efficient and skilled at work flow management

• Post high school education required, college degree preferred