Administrative Assistant, Financial Planning

FurstStaffing; Beloit (WI); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Salary $50-60k, depending onexperience

Medical, dental, vision, 401k, holiday

Job summary

FurstStaffing is seeking an Experienced Administrative Assistant to support a financial planning team in Beloit, WI. The role involves coordinating client interactions, maintaining records, and assisting with financial planning and administrative operations.

You will onboard clients, manage CRM records, prepare materials for meetings, and support marketing submissions and client events. Proficiency with Salesforce, Outlook, and Microsoft Office is required.

Qualifications

• 3-5 years of administrative or office experience.
• Bachelor's degree.
• Proficient in Microsoft Word, Excel, Outlook, PowerPoint, and Teams.
• Familiarity with LinkedIn, Facebook, and ability to learn new software quickly.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication with strong customer service skills.
• Ability to manage multiple tasks and prioritize in a fast-paced environment.
• Comfortable navigating various websites, software programs, planning tools, and AI tools such as ChatGPT and Microsoft Copilot.

Responsibilities

• Assist with client contact in person, by phone, and email.
• Onboard new clients and maintain accurate records in CRM systems such as Salesforce and Outlook.
• Prepare materials and gather financial data for client meetings.
• Follow up on pending business, service requests, and client communications.
• Manage office calendar, scheduling, and daily administrative workflow.
• Maintain organized client files and process new and closed accounts.
• Handle incoming and outgoing mail and general office coordination.
• Support team members with administrative projects and operational needs.
• Assist in preparing financial plans, presentations, and review materials.
• Collect and input financial data into planning tools such as eMoney and Asset-Map.
• Run illustrations, prepare applications, and support new business processing.
• Coordinate marketing submissions, workshops, webinars, and client events.

Skills

Word

Excel

Outlook

PowerPoint

Teams

LinkedIn

Facebook

Organizational skills

Communication

Multi-tasking

AI tools (ChatGPT/Copilot)

Education

Bachelor's degree

Tools

Salesforce

Outlook

eMoney

Asset-Map

Paperclip

Job description

FurstStaffing is seeking an Experienced Administrative Assistant to support a financial planning team in Beloit, WI. The role involves coordinating client interactions, maintaining records, and assisting with financial planning and administrative operations.

You will onboard clients, manage CRM records, prepare materials for meetings, and support marketing submissions and client events. Proficiency with Salesforce, Outlook, and Microsoft Office is required.