2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Edward Jones: Offers investment management and financial planning through local branches.
Strong client service, administrative, analytical, communication, teamwork, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
2+ YOERequires 2+ years of administrative and financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office. Financial licenses and named financial tools preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Wealthscape, Envestnet, DocuSign, CRM
RRD: Provides marketing, packaging, print, and supply chain solutions globally.
3+ YOEHigh school diploma or equivalent and 3+ years of relevant administrative or operational support experience. Requires advanced computer and software knowledge, communication, organization, and deadline-management skills.
Edward Jones: Financial services firm providing wealth management and investment advice.
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
Health Conservation: Mobile occupational health screening and safety compliance services.
Schedule on-site occupational health visits, manage client communication, coordinate with mobile van technicians, strong attention to detail, Excel/Outlook/Word proficiency, customer service and math skills, willing to work overtime.
Microsoft Excel, Microsoft Outlook, Microsoft Word
Productive Living Systems: Provides residential care and mental health services for adults.
Must be 21+, high school diploma/GED, valid Wisconsin driver's license/clean record, completion of pre-employment physical/TB/background check and required trainings; able to provide transportation, medication administration, light housekeeping, and client support.