Client-Focused Admin Assistant - Financial Advisory

Ultipro; Appleton (WI); On-site; USD 34,000 - 46,000; Full time

Job summary

Ultipro's Oneida Street branch in Appleton, WI seeks an Administrative Assistant to support our Financial Advising team, handling calls, appointments, and follow-up to deliver exceptional member service. You will schedule advisor appointments, prepare documents, manage referrals, and assist onboarding while maintaining confidential information with the utmost discretion.

You will also coordinate calendar activities, monitor service timelines, and ensure accurate recordkeeping across systems to

Qualifications

• Experience in customer service or call center preferred.
• Strong organizational abilities and attention to detail.
• Excellent communication and professional demeanor.
• Comfort with handling sensitive information securely.

Responsibilities

• Provide exceptional, WOW service to internal and external members and partners.
• Serve as the first point of contact for appointments or support.
• Schedule and communicate appointments for Advisors and manage the team calendar.
• Prepare pre and post appointment documentation in a timely and accurate manner.
• Manage and track incoming referrals with timely follow-up.
• Support member onboarding and ensure a seamless account opening experience.
• Utilize internal systems to monitor task completion and service timelines.
• Maintain member records and assist in updating profiles and financial information.
• Handle confidential information with professionalism per regulations.

Skills

Customer service

Organizational skills

Communication

Technical savvy

Tools

MS Office

CRM systems

Calendar management

Job description

Ultipro's Oneida Street branch in Appleton, WI seeks an Administrative Assistant to support our Financial Advising team, handling calls, appointments, and follow-up to deliver exceptional member service. You will schedule advisor appointments, prepare documents, manage referrals, and assist onboarding while maintaining confidential information with the utmost discretion.

You will also coordinate calendar activities, monitor service timelines, and ensure accurate recordkeeping across systems to