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).
Outreach Specialist for Highway Technician Certification Program
Platteville, Wisconsin, United States
$47k/yrOnsiteFull Time
Universities of Wisconsin: A public university system providing higher education in Wisconsin.
2+ YOERequires 2+ years in administrative support, program coordination, or customer service; strong communication, organization, financial reconciliation, event coordination, Salesforce or similar systems, and Microsoft Office proficiency.
Salesforce, Canvas, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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.
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint