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Licensed Office Professional: Financial Services Support
Job in
Burlington, Racine County, Wisconsin, 53105, USA
Listed on 2026-08-07
Listing for:
SCOTT HERRMANN SHORELINE GROUP
Full Time
position Listed on 2026-08-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Shoreline Group in Wisconsin is seeking a Licensed Office Professional to provide licensed administrative support for financial advisors and clients. The role focuses on handling inquiries, coordinating communications, and performing essential financial and administrative tasks onsite.
You will answer calls, greet clients, manage schedules, process documents, and assist with securities and insurance related processes, including licensing where appropriate.
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