Top 261 Clerical Jobs in Madison Wi

Administrative Assistant
Retirement Income Planning, LLC —Madison, WI
- $47,000 - $52,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Medical Receptionist
Bright Side Eye Care —Oregon, WI
- $16 - $20 an hour
- Full-time
- Bilingual
- Private practice
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
1d
AP/Receptionist
Five Star Energy Services —Waunakee, WI
- From $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Quick Apply
Administrative Support Specialist II
Spherion WI & Northern IL —Middleton, WI
- $24 an hour
- Temporary
- Customer service
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
12d
Part Time Branch Office Administrator
Edward Jones —Sun Prairie, WI
- Part-time
- Computer literacy
- Office
- Communication skills
- Health savings account
- Health insurance
6d
Administrative Assistant
BDO —Madison, WI
- $24.00 - $38.50 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Employee stock ownership plan
- Opportunities for advancement
1d
Office Assistant
Day One Mental Health Services —Monona, WI
- $18 - $23 an hour
- Part-time
- Background check
- Google Workspace
- Microsoft Excel
Quick Apply
21h
Administrative Assistant-STEM
Madison Area Technical College —Madison, WI
- $22.51 - $28.14 an hour
- Full-time
- Hybrid work
- Office
- Databases
- University
- Health insurance
- Dental insurance
1d
Medical Office Receptionist
BEHAVIORAL HEALTH PRACTICE SERVICES LLC. —Madison, WI
- $19.25 - $20.25 an hour
- Full-time
- HIPAA
- High school diploma or GED
- In-person
- Paid parental leave
- AD&D insurance
Quick Apply
Administrative Assistant
Pellitteri Waste Systems Inc —Madison, WI
- From $23 an hour
- Part-time
- Word processing
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
14d
Office Admin
Topgolf —Madison, WI
- Full-time
- Word processing
- Office
- Administrative experience
- Dental insurance
- Vision insurance
13d
Office Admin- Part Time
Topgolf —Madison, WI
- Part-time
- Word processing
- Office
- Administrative experience
- Dental insurance
- Vision insurance
13d
Medical Records Clerk
Wellpath —Madison, WI
- $19.80 - $22.00 an hour
- 8 hour shift
- High school diploma or GED
- 1 year
- Entry level
- Wellness program
- Health savings account
Front Desk Receptionist/Office Assistant
Pines Bach LLP —Madison, WI
- $20 - $25 an hour
- Full-time
- Microsoft Excel
- Inventory management
- Computer literacy
Quick Apply
7d
Administrative Clerk Intermediate - East - 1.0 FTE - 26-27 SY
Madison Metropolitan School District —Madison, WI
- $30.11 an hour
- Full-time
- School experience
- Spanish
- Microsoft Excel
Front Desk Receptionist - FULL TIME
Familia Dental & Vivid Smiles —Madison, WI
- 8 hour shift
- Dental office
- OSHA
- Computer literacy
- AD&D insurance
- Paid holidays
Administrative Assistant
Quandt Electric LLC —Madison, WI
- $25.41 - $30.61 an hour
- Full-time
- Customer service
- Administrative experience
- Organizational skills
- Dental insurance
- 401(k)
Quick Apply
5h
Legal Assistant
Foley & Lardner LLP —Madison, WI
- $51,600 - $117,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Secretary/Administrative Assistant
Verona Area School District —Fitchburg, WI
- From $26.85 an hour
- Full-time
- School experience
- Spanish
- Google Workspace
- Health insurance
- Dental insurance
Quick Apply
5d
Receptionist
Capitol Lakes —Madison, WI
- $14.00 - $22.40 an hour
- Part-time
- Computer literacy
- Administrative experience
- Computer skills
- Profit sharing
- Health insurance

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clerical jobs near madison wi

Administrative Assistant

Retirement Income Planning, LLC -
Madison, WI

Quick Apply

Job Details

Full-time
$47,000 - $52,000 a year

Benefits

Paid holidays
Health insurance
Paid time off
Retirement plan

Qualifications

Spreadsheets
Administrative experience
High school diploma or GED
Organizational skills
Clerical experience
Productivity software
Event marketing

Full Job Description

Who We Are

Retirement Income Planning LLC is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. We provide our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services.

We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential.

What You Will Be Doing

Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls and transfer all calls to the appropriate personnel
Communicate with clients on behalf of financial advisor and firm
Track prospect-to-client process
Assist with coordination and execution of marketing campaigns and events
Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Assist in completing new account paperwork and annuity and life insurance applications
Process new business applications with detail and accuracy and submit to appropriate carriers
Obtain necessary documents and signatures from clients for carrier approval
Track application process and new account set up
Perform other clerical duties such as filing, photocopying, collating, faxing etc.
Maintain and organize office files and documentation
All other duties as assigned

What You Will Bring

2+ Years of Administrative Experience (Required)
Proficiency with Microsoft Office suite, including Excel (Required)
High school degree (Required)
Associate or bachelor’s degree (Preferred)
Prior Experience Working in Financial Advisory Industry (Preferred)
Clear and professional communication (verbal and written)
Strong attention to detail and organizational skills
Ability to learn and adapt to changes

What’s In It For You

Pay: $47,000 - $52,000 DOE
PTO
Paid Holidays
Group Medical Insurance
Retirement Savings Plan with Employer Match
Career Growth and Professional Development Opportunities

Check Us Out!

Website: https://www.retirementincomeplanningllc.com/index.html

If you think we’d make a great match, apply today!

Pay: $47,000.00 - $52,000.00 per year

Benefits:

Health insurance
Paid time off
Retirement plan

Application Question(s):

Are you willing to complete a background check?

Experience:

Administrative: 2 years (Required)

Ability to Commute:

Madison, WI 53718 (Required)

Work Location: In person

Quick Apply

Refine Your Search

clerical jobs in madison wi

Administrative Assistant

Medical Receptionist

AP/Receptionist

Administrative Support Specialist II

Part Time Branch Office Administrator

Administrative Assistant

Office Assistant

Administrative Assistant-STEM

Medical Office Receptionist

Administrative Assistant

Office Admin

Office Admin- Part Time

Medical Records Clerk

Front Desk Receptionist/Office Assistant

Administrative Clerk Intermediate - East - 1.0 FTE - 26-27 SY

Front Desk Receptionist - FULL TIME

Administrative Assistant

Legal Assistant

Secretary/Administrative Assistant

Receptionist

I want to receive the latest job alert for clerical in madison wi

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