Administrative Assistant - Financial Advisor

Zimmer Financial Group; Kimberly (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Zimmer Financial Group is a family-owned firm seeking a proactive administrative assistant to work directly with Advisors and clients, delivering courteous, accurate support.

You will own the client onboarding process, manage the CRM, produce Excel reports, handle paperwork and scheduling, and assist with special projects in a relaxed office.

Financial industry experience helps but is not required; compensation includes discretionary bonus up to $10,000 and potential profit sharing.

Qualifications

• Associate or Bachelor degree (Preferred)
• Financial licenses (SIE, Series 6, Series 7) a strong plus
• Previous administrative assistant experience in financial planning/securities (Preferred)
• Proficiency in Microsoft Office; CRM, portfolio management and document management software a plus
• Demonstrates integrity and professional initiative
• Organized, detail-oriented, able to prioritize in a fast-paced environment
• Flexible team player in a relaxed office setting

Responsibilities

• First point of contact with clients; research and resolve questions, manage Advisor schedules, answer phones or take messages.
• Own the new client onboarding process; track open items with attention to detail and priority.
• Manage CRM to input/update contacts and run dashboards for tasks and client reports.
• Create and submit client paperwork; update account statements; facilitate money movements for clients.
• Greet clients, ensure comfort, and interact positively daily.
• Create/run reports in financial software; update Excel reports.
• Assist with special projects such as organizing client or employee events.

Skills

Client interaction

CRM management

Excel reporting

Microsoft Office

Attention to detail

Education

Associate or Bachelor's degree

Tools

CRM software

Portfolio management software

Document management software

Job description

Become a key team member in a family-owned company working directly with one or more dedicated Advisors to assist with the administrative needs of clients. Financial industry experience preferred but not required.

Discretionary annual bonus up to $10,000 + annual profit sharing contribution.

Annual salary based on industry experience and qualifications.

Duties & Responsibilities:

• First point of contact interacting directly with clients - research and resolve questions, manage Advisor schedules, answering phones and/or taking messages as needed.
• Take ownership of the new client onboarding process - tracking all open items with strong attention to detail and priority.
• Manage CRM application to perform various functions such as inputting and updating contact entries and utilizing the dashboard to track tasks, run client reports, etc.
• Create and submit client paperwork, update account statements, facilitate money movements on behalf of clients.
• Greet clients, ensure client comfort, and interact positively with clients on a daily basis.
• Create and run reports in specialized financial software applications.
• Create and update Excel reports.
• Assist with special projects as required, such as organizing client or employee events.

Experience & Qualifications:

• Associate or Bachelor degree (Preferred)
• Financial licenses (SIE, Series 6, Series 7) a strong plus
• Previous administrative assistant experience, experience in the financial planning and/or securities industry (Preferred)
• Proficiency in Microsoft Office is required; experience with CRM applications, portfolio management and document management software is a plus
• Continuously exhibits personal integrity and professional initiative
• Must be organized, detail-oriented, and able to prioritize in a fast-paced environment
• Flexible team player who is highly adaptable and ready to work hard in a fun, relaxed office setting.