Client-Focused Admin Assistant - Financial Advisory
Listed on 2026-10-06
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant
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
We invite applications for the Client-Focused Admin Assistant
- Financial Advisory position located in Appleton, WI, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client-Focused Admin Assistant
- Financial Advisory role at Ultipro, based in Appleton, WI, United States.
We are looking to fill the Client-Focused Admin Assistant
- Financial Advisory position at Ultipro in Appleton, WI, United States.
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