CADRE Administrative Assistant in OSHKOSH, Wisconsin

JOB REQUIREMENTS: Are you an Administrative Assistant who is looking for a career in a professional office environment? Are you an Administrative Assistant who enjoys having variety in your day? Our client is a leader in the financial planning industry. They aim to provide their clients with financial confidence through a variety of financial offerings. WHAT YOU WILL BE DOING: As an Administrative Assistant, you will be copying and tracking client's materials/correspondence, ensuring accurate account set up and resolving any issues with account information. You will be answering client questions via phone and email, setting up and maintaining client management system and documenting all information in the system as needed. Prepare agendas, forms and letters for appointments Maintain files and records Prepare correspondence for advisors ***** OTHER EXPERIENCE AND QUALIFICATIONS: 6 months of office support or front desk support experience Financial industry experience or education is a plus Associate degree is a plus Strong accurate data entry skills Intermediate skillset in Excel Professional demeanor, strong customer service skills and the ability to handle multiple personalities Strong organizational skills and high attention to detail Strong verbal/written communication skills Ability to multitask in a fast-paced environment Must have a positive attitude and sincere willingness to constantly learn and grow ***** APPLICATION INSTRUCTIONS: Other: Please refer to job order: 134880 Fax a Rsum: 920-651-1991 Call For Appointment: 920-651-1990 Apply In Person: 1498 W South Park Ave Oshkosh WI 54902 Mail a Rsum: 1498 W South Park Ave Oshkosh WI 54902 E-Mail a Rsum: mail@cadreservices.com Apply Online: cadreservices.com This position is listed by a private employment agency. The agency is the legal employer. No fee will be charged of the job applicant.