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Licensed Office Pro — Financial Services & Client Support
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-19
Listing for:
SCOTT HERRMANN SHORELINE GROUP
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Shoreline Group is seeking a Licensed Office Professional to provide administrative support to our Shorline Group team across Wisconsin offices. The role includes handling client inquiries, coordinating communications, and supporting securities and insurance-related tasks on-site.
Qualified candidates will have 2+ years of administrative experience within financial services and securities licenses (Series 7/66 or 6/63). Strong Microsoft Office skills and a client-first mindset are essential.
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