Top 6 Financial advisor assistant Jobs in Madison Wi

Administrative Assistant
Flad Architects —Madison, WI
- Email
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial Advisor Operations Specialist
Johnson Financial Group —Madison, WI
- Full-time
- Mid-level
- Office
- Microsoft Office
14d
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Construction Administrative Assistant
Flad Architects —Madison, WI
- Email
- Hybrid work
- Microsoft Excel
- Office
- Organizational skills
- Paid holidays
- Disability insurance
14d
Fractional CFO / Client Advisory Director
Berndt CPA LLC —Madison, WI
- Full-time
- Hybrid work
- 7 years
- CPA
- Finance
- Health insurance
- Dental insurance
Quick Apply

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Financial Advisor Operations Specialist
Johnson Financial Group —Madison, WI
Ability to communicate effectively at all levels and develop rapport and relationships with internal business partners. FINRA and/or SEC experience preferred.
14d
Licensed Office Professional (Financial Associate)
SCOTT HERRMANN SHORELINE GROUP —Madison, WI
Serve as the first point of contact—answer incoming calls, greet clients, and provide excellent customer service. Life & Health insurance licensed (required).
$20 - $28 an hour
9d

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Administrative Assistant
DGPerry CPAs + Advisors LLC —Dublin, OH
Answer, screen, and direct incoming phone calls. Every day, DGPerry helps its clients navigate through life and business events, develop tailored strategies to…
$25 - $29 an hour
Quick Apply
Wealth Management Administrative Assistant
Vaco by Highspring —Columbus, OH
Process new account paperwork, account maintenance requests, and other client service transactions. Determining compensation for this role (and others) at Vaco/…
$65,000 - $75,000 a year
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11d

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Administrative Assistant

Flad Architects -
Madison, WI

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Microsoft Excel
Word embeddings
Graphic design software
Prepress software
Productivity software
Technical Proficiency

Full Job Description

Overview:

If you enjoy being part of a team that solves complex challenges in a collaborative environment that celebrates each person’s ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm with ten offices looking to hire an Administrative Assistant to work in our Madison, WI office. This role will be responsible for a wide range of administrative functions supporting project teams, including reports, correspondence, contracts, and meetings. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives.

How will your days be spent:

Execute and/or coordinate report production, including information gathering, processing, reproduction of materials, proofing, and distribution.
Edit and/or create written correspondence, adhering to Flad standards. Process interoffice memos, letters, transmittals, labels, contracts, forms, BODs, Concept Reports, meeting notes, etc., from verbal communication, email, handwritten notes, dictation, or transcription.
Assist project teams in preparing PowerPoint presentations for client, consultant, and internal meetings.
Support Project Managers with project start-up procedures. Assist Principals and Project Managers in communicating project information to teams, including project schedules, milestones, meetings, deadlines, etc.
Provide support with marketing proposal production and proposal letters, which may include gathering information, processing, formatting, proofing, etc.
Assist in the preparation of contracts with clients and subconsultants.
Coordinate internal and external meetings, including agenda and presentation support, organizing attendees, ordering food, arranging space, setting up equipment and cleaning up. May include arranging conference and Teams calls.

What you bring to this role:

Experience:

Minimum two years of relevant experience required.
Ability to effectively work with team members and manage multiple demands.
Strong attention to detail with analytical, technical, and organizational skills.
Effective written and verbal communication skills required.
Availability during Flad’s business hours of 8:00 a.m. to 5:00 p.m. is required. Must be able to work in the Madison office Tuesday through Thursday each week.

Education:

An associate degree from an Administrative Assistant program is preferred.

Software Skills:

Proficiency in Microsoft Office 365 (Word, Excel, and PowerPoint) required.
Working knowledge of Adobe InDesign required.

Flad offers a wide range of benefits, including:

Health, dental, and vision insurance
Generous paid time off and paid holidays
Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft plan; Section 125 flexible benefits; income protection – life insurance, short-term disability, long-term disability; Employee Assistance Program (EAP)
Continuing education and career development – internal programs; funds set aside for external programs, annual professional registration, and organization reimbursement
Hybrid work environment

Flad Architects is an Equal Employment Opportunity employer. Flad will provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If you need a reasonable accommodation to apply for a position, please contact Human Resources at 608-238-2661 or email us at [email protected].

Apply Now

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financial advisor assistant jobs in madison wi

Administrative Assistant

Financial Advisor Operations Specialist

Client Specialist

Construction Administrative Assistant

Fractional CFO / Client Advisory Director

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