Registered Assistant

New

Adecco is assisting a local client recruiting for a Registered Assistant job in Fond du Lac, WI. This Registered Assistant position is a direct hire opportunity!

The Registered Assistant serves as support for the Financial Advisory. The primary focus of this position is to manage Client paperwork and Client Event Tracking as assigned by Management. If you meet the qualifications listed below – Apply Now!

ESSENTIAL JOB RESPONSIBILITIES

Client Event Tracking & Support

  • Process all Event Tracking assigned by Management including:

o Trades

o Allocations

o Beneficiary Updates

o Contributions

o Client Follow-Up

  • All Event Tracking supporting documents, including Notes and scanning, must be completed daily.

Ongoing Client Management

  • Meet with clients to address the client’s needs, as assigned by Management
  • Respond to incoming client phone calls and “walk-ins” and address the client’s needs
  • Manage research projects assigned by Management
  • Enter Client information into Client Central
  • Update Event Tracking in the CRM
  • Process incoming Client mail, as assigned by Management
  • Other duties as assigned by Management

ESSENTIAL QUALIFICATIONS AND EXPECTATIONS

This role requires superior interpersonal, verbal and written communications skills, knowledge of Microsoft Word and Excel and an extraordinary ability to pay attention to details and multi-task.  Employees must be a team player and possess a positive attitude with the flexibility to adapt to an ever-changing environment.

 

Education and certification requirements include:  State of Wisconsin Life, Accident and Health Insurance License and FINRA’s Series 66 and Series 7 Licenses. 

 

What's in this for you?

  • Monday through Friday: 8:00 am to 5:00 pm, one-hour lunch break
  • Great Team
  • Employee Appreciation 
  • Work -Life -Balance 
  • Opportunity for Advancement

 

Click on “Apply Now” to be considered for the Registered Assistant job in Fond du Lac, WI!  Schedule an immediate interview!

 

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

The Company will consider for employment qualified applicants with arrest and conviction records.

  • Apply with Adecco

Reference number US_EN_99_026909_563762