Administrative Support-Financial Planning

  • Location
    Milwaukee, Wisconsin
  • Job type
  • Category
    Office, Clerical & Administrative

CALLING all college students!!  So you’re looking for an exciting Administrative position in the wider Milwaukee area.  Adecco’s got it!  We’re recruiting for a professional, entry level Administrative/Clerical support position with a premier employer in greater Milwaukee, Wisconsin.  This is a part time position in nature, perfectly suited for a current college student looking to get a foot in the door with a top Financial Services organization.


Main responsibilities include:

  •   Providing administrative and clerical support to the company’s fee-based financial planning operations.
  •   Providing telephone support to financial advisors and staff along with other miscellaneous duties related     to qualification, acceptance and ongoing administration of team’s financial planning operations.
  •   Duties may also include file maintenance, document distribution and workflow, collateral material             inventory management.


Minimum Requirements: 

  •         Associate degree or currently obtaining Associate’s or Bachelor’s degree.
  •         Excellent attention to detail, high level of accuracy.
  •        Ability to gain rapport with internal clientele/colleagues/teams.
  •        Strong flexibility to adjust to increasing demands and juggle multiple projects at once while                        prioritizing appropriately.
  •        Professional communication skills. 
  •        Proven ability to apply judgment and discretion while exercising confidentiality. 
  •        Ability to work independently, take ownership, and accept responsibility. 
  •        Demonstrated computer experience with solid keyboarding skills and proficiency with current                    software packages. 
  •        Interest/coursework/background in financial planning.

A bit about us- Adecco is the worldwide leader in staffing because of all the great people we have working with us.  We think everyone deserves a chance to find a good job and advance their career on their terms.   Peak your interest?  The ball is in your court. 


Adecco is recruiting for this incredible opportunity immediately.  If you meet the criteria above and are seeking your next great career opportunity, apply online today. 


Equal Opportunity Employer

  • Apply with Adecco

Reference number US_EN_99_023549_11912289