Top 3 Finance assistant Jobs in Chilton, Wi

Financial Assistant
Riesterer Financial —Kiel, WI
- $37,000 - $47,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Research
- Paid holidays
- 401(k)
Quick Apply
9d
Financial Services Administrative Assistant
Legacy Investment Services —Appleton, WI
- $20 - $35 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Office Manager/Controller - Chilton, WI
Full Circle Recruiting —Chilton, WI
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
9d

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Financial Services Administrative Assistant
Legacy Investment Services —Appleton, WI
You will also play a key role in answering client administrative questions and supporting the day-to-day operations of the firm. This is not a back-office role.
$20 - $35 an hour
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Assistant Financial Analyst
The Superior Group —Columbus, OH
Required: You earned your bachelor’s degree in Finance, Accounting, or a related field. Required: You have at least 1 year of experience or an internship…
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Administrative Assistant to the Chief Financial Officer
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Drafts correspondence and responses to routine memos and letters. Excels at working in a team environment to coordinate the executive’s strategic involvement in…

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Financial Assistant

Riesterer Financial
Kiel, WI

Quick Apply

Job Details

Full-time
$37,000 - $47,000 a year
9 days ago

Benefits

Paid holidays
401(k)
Paid time off
401(k) matching
Bereavement leave

Qualifications

Microsoft Outlook
Filing
Research
High school diploma or GED
Attention to detail

Full Job Description

POSITION SUMMARY
Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients while providing exceptional service? If so, you may be the person we are looking for to work at our agency.

We are looking for a Financial Assistant to provide a variety of support to our financial advisors. Riesterer Financial offers comprehensive financial planning services to meet the various needs of clients. As a client orientated firm, we need an individual who shares our desire to help clients achieve their financial goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepare and process applications and paperwork from start to finish and have some knowledge of compliance, reviewing for completeness before submission and track pending business paperwork.
Anticipate advisor needs and handle them proactively.
Maintain financial advisor and client files.
Assist advisors in client meeting preparation.
Industry research and client analysis of assets.
Contact clients to maintain and enhance relationships or obtain updated information
Update and use CRM system efficiently to handle tasks, scheduling, follow up, new client entry.
Answer phone calls, handle customer service, client needs, schedule meetings.
Provide coverage in the financial department when needed.
Additional responsibilities when needed.

KNOWLEDGE, SKILLS AND ABILITIES

Experience with business technology (e.g., Outlook, Microsoft Office, Adobe and CRM system).
High school diploma/GED required college degree a plus.
One or more years of customer service experience.
High level of efficiency with strong attention to detail.
Strong verbal and interpersonal skills and the ability to organize and prioritize work.
Driven to succeed and is motivated to help others.
Self-motivated, independent, and dependable.
Exceptional problem-solving skills with the ability to work in a fast-paced environment.
Ability to maintain integrity of sensitive/confidential information.

ADDITIONAL INFORMATION

A background check and fingerprinting are required and will be conducted upon hire.
Full-time, non-exempt position (hourly/entitled to overtime pay), 40 hours per week, 8am – 5pm Monday through Thursday, 8am – 3:30pm Friday. Hours may vary based on occasional variation in workload.
Benefits: retirement plan, 7 ½ paid holidays, paid vacation, paid time off, bereavement leave.

Job Type: Full-time

Pay: $37,000.00 - $47,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off

Work Location: In person

Quick Apply

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finance assistant jobs in chilton, wi

Financial Assistant

Financial Services Administrative Assistant

Office Manager/Controller - Chilton, WI

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