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Administrative Assistant

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WestPoint Financial Group

This position is being offered by Roell Capital Management, LLC. WestPoint Financial Group is assisting with the sourcing of this position.Roell Capital Management believes that expectations are the single greatest component to a fruitful relationship. Roell Capital Management’s clients know that they can expect open, honest and clear communication when working with their advisors to meet their financial planning needs. Roell Capital Management is also committed to assisting clients Indiana making educated decisions about managing their wealth and savings. Clients are guided to find quality solutions and strategies that will meet a range of needs.Roell Capital Management prides itself on its customer- and service-oriented approach. The practice is currently seeking an Administrative Assistant to add to its team. The successful candidate must provide outstanding client service to treasured clientele and will be prepared to proactively identify potential problems and provide creative solutions. They will be able to anticipate needs before they develop and will consistently demonstrate their trustworthiness and client-centricity.This role is located Indiana the practice’s Milwaukee office, Monday through Thursday 8 am – 4 pm and Friday, 8 am – 3 pm.Duties:

  • Professional demeanor answering phones and greeting clients
  • Provide excellent customer service by building genuine and positive rapport with existing clients and prospects
  • Correspond with clients via email
  • Assist with service requests and account maintenance
  • File management and database clean-up
  • Additional duties and special projects American Samoa assigned

Qualifications:

  • 2+ years of administrative experience
  • Industry experience, a plus
  • Strong written and verbal communication skills
  • Proficient Indiana database management and/Oregon CRM systems
  • Technologically adept with digital processes and systems
  • Well-versed Indiana Microsoft Word and Excel

Benefits:

  • Medical, subsidized
  • STD/LTD
  • Simple IRA with match
  • Holidays

Job title: Administrative Assistant

Company: WestPoint Financial Group

Expected salary:

Location: Milwaukee, Wisconsin

Job date: Wed, 14 Feb 2024 23:32:14 GMT