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Administrative Assistant at Humans Being Resources, Inc

Administrative Assistant

Humans Being Resources, Inc Neenah, WI, WI Full-Time
$32,000.00 - $44,000.00 / year
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Administrative Assistant
Tax Assistant
(Financial Services Firm)

 

Our Client’s Financial Firm located in Neenah, WI area is looking to add a key employee to the Team. They are seeking a professional Administrative Assistant / Tax Assistant who is ready to help their already thriving company continue to grow. They are looking for hardworking, success-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Advisor Team that has experience in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!

 

MINIMUM QUALIFICATIONS:

  • 2+ years of solid Administrative Support experience in a professional office setting
  • 2+ years of Customer Relations experience (Receptionist, Client Service Representative, Etc.)
  • Advanced Technology Skills and use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • CRM Software / Database Experience is a plus (Example: Salesforce, Redtail, Etc.)

 

PREFERRED QUALIFICATIONS:

  • Tax Preparation, Financial Services Industry, and/or Life Insurance Industry experience is a plus
  • Financial Planning Software experience is a plus (Example: Money Guide Pro, Etc.)
  • Tax Preparation Software experience is a plus (Example: TaxWise)
  • SIE Certification (Securities Industry Essentials) is a plus
  • Life Insurance License is a plus

REQUIRED SKILLS

·         Ability to prioritize multiple priorities and projects

·         Superb time-management

·         Organization skills & attention to detail

·         Ability to thrive in a fast-paced, but fun office environment

·         Self-directed initiative and follow through

·         Ability to be adaptable as situations or business demands change

·         High level of confidence, perseverance and desire to succeed in a goal-oriented environment

·         Excellent interpersonal, written, and verbal communication

·         Ability to closely follow office processes & policies related to office operations & client privacy

·         Willingness and desire to be part of a Team Environment and to learn through a mentoring relationship

·         Ability to adhere to complex Regulatory and Compliance requirements

COMPENSATION:

  • $32,000 - $44,000 Annual Base Salary
    *Based on applicable Experience, Certifications and/or Qualifications*
  • Quarterly Bonus/Incentive Opportunities
  • Health Insurance + 401k
  • Monday-Friday Schedule
  • Great Work/Life Balance
  • Generous PTO Policy & Paid Holidays

We want to help you reach your full potential!  We are looking for hard-working candidates with a passion for customer care and who truly enjoy helping make a difference in their people’s lives!

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client’s Administrative Assistant / Tax Assistant position in the Neenah, WI area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!

ROLE DESCRIPTION:

 

Creating a client-friendly culture of success and growth is at the heart of our client’s Financial Services business model. Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our Client does. As a Administrative Assistant / Tax Assistant you will pursue this mission through: 

  • Greeting clients in-person or by phone in a warm, friendly, welcoming manner
  • Initiating and tracking client paperwork effectively
  • Ensuring inquires and issues are resolved to achieve service levels
  • Generating various daily, weekly, monthly and annual reports
  • Following up on pending business with companies and clients
  • General Bookkeeping & Financial Ledger tasks
  • Assisting existing clients with Individual Tax Return preparation
  • Ensuring client business flow and communication expectations are met and superior service levels provided
  • Developing effective working relationships with Team Members to ultimately provide effective, high quality service for clients
  • Processing applications and other various industry specific administrative tasks
  • Providing both pre/post Client Meeting Support for the Advisor Team
  • Providing thorough, high quality research, problem solving and issue resolution

Recommended skills

Administration
Bookkeeping
Client Services
Financial Services
Tax Preparation
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