Financial Advisor Assistant
Job in
Marshfield, Wood County, Wisconsin, 54472, USA
Listed on 2026-01-01
Listing for:
Express Employment Professionals - Wausau, WI
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Finance Assistant, Office Administrator/ Coordinator
Job Description & How to Apply Below
Express Employment Professionals - Wausau, WI provided pay range
Base pay range $18.00/hr - $32.00/hr
Financial Advisor AssistantFull-Time | On-Site Only | Monday–Friday
A growing financial advisory practice is seeking a detail-oriented, process-focused Financial Advisor Assistant to support client meetings, financial planning tasks, and daily operations. This role is hands-on, fast-paced, and ideal for someone who enjoys accuracy, organization, and working with numbers.
What You’ll Do- Complete financial planning data entry and prepare planning documents
- Process paperwork, transactions, and service requests
- Manage client communication and ensure timely follow-through
- Maintain organized, compliant records and workflows
- Exceptional attention to detail and accuracy
- Strong organizational and multitasking skills
- Comfort with data, numbers, and financial documents
- Professional communication and client service
- Experience in banking, accounting, insurance, payroll, or financial services is helpful
- $18–$32/hr
, depending on experience - Quarterly bonuses after 1 year
- Gym membership reimbursement
- Generous paid time off
- Advancement into operations or leadership
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