Administrative Assistant
Listed on 2026-10-05
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Administrative/Clerical
Office Administrator/ Coordinator
Experienced Administrative Assistant needed 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. The position offers growth within the comprehensive financial services industry.
Key Responsibilities:Assist with client contact via in person, 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
3-5 years of administrative or office experience
Bachelor's degree
Proficient in Microsoft Word, Excel, Outlook, PowerPoint, and Teams
Familiarity with Linked In, 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
Skills:
Life, Health & Accident Insurance License (or willingness to obtain)
Experience in financial services, insurance, wealth management, or accounting/bookkeeping
Familiarity with tools like Salesforce, Client Works, LPL, eMoney, Asset-Map & Paperclip
Salary $50-60k, depending on experience
Medical, dental, vision, 401k, holiday and vacation time
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