Overview
Administrative Assistant Jobs in Stevens Point, WI at Magellan Financial
Full Job Description
Become a part of theElite Retirement GroupinPlover, WI, a distinguished independent firm celebrated for its proficiency in wealth management and creating successful retirement strategies. Our dedication lies in empowering our clients to make knowledgeable and tactical financial choices by providing them with the essential information and tools they need.
Position: Administrative Assistant
Pay: $19.00-$20.00 per hour
Role Summary:
We are in search of anAdministrative Assistantto play a crucial role in our team. This position entails overseeing client onboarding, addressing inquiries, managing critical documents, and enhancing overall client happiness.
Duties:
Streamline client onboarding.
Provide superior client service.
Oversee investment and insurance paperwork.
Gather client feedback and assess satisfaction.
Partner with the advisory team to achieve goals.
Basic Requirements:
High school diploma
Knowledge of investment or insurance paperwork.
Strong communication, multitasking, and time-management skills
Why Choose Elite Retirement Group?
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type: Full-time
Pay: $19.00 – $20.00 per hour
Expected hours: 36 – 40 per week
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Ability to Relocate:
Stevens Point, WI: Relocate before starting work (Required)
Work Location: In person
Title: Administrative Assistant
Company: Magellan Financial
Location: Stevens Point, WI
Category:
