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Administrative Assistant

Job Juncture Waterloo Full-Time
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Administrative Assistant

Waterloo, IA


Our client is seeking an Administrative Assistant for their Waterloo, IA office. This position is responsible for management of the client’s experience and client relationships.

Key Responsibilities:

  • The Administrative Assistant is primarily responsible for management of the client experience; initiates engagement and follow-up with other team members as needed.  
  • The Administrative Assistant is the primary face to the client relationship, responsible for providing assigned clients a “best-in-class” experience. 
  • Completes appointment prep for defined clients, including but not limited to, client meeting agendas, applications, proposals or illustrations, re-balances, advanced prep materials, and other client paperwork as required; completes review letters for appointment follow-up.
  • Attends all client meetings and in some cases, conducts client meetings under direction of advisor; facilitates documentation of meeting notes, follow-up tasks, paperwork, and trades as required under the direction of the advisor.
  • Responsible for money movement/trades/transactions as directed on behalf of advisors; documents rationale as directed.
  • Responsible for the research of client accounts to anticipate the needs of the advisor in upcoming appointments.

Job Qualifications:

  • Bachelor’s degree preferred.  
  • Willing to obtain state licenses and registrations for securities, including Series 7, Series 66, state life, accident and health insurance licensure.
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
  • Proficiency with Microsoft Office applications with a strong emphasis on Excel.

Additional Incentives:

  • Health, dental and vision insurance
  • Life insurance
  • PTO (holidays, vacation, etc.)
  • Short Term Disability

Paraplanner, Financial Paraplanner, Administrative


Skills required

Organize Appointments
Telephone Consultations
Setting Up Files
Field Administration
Operation Departments
Time Management


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Administrative Assistant
Estimated Salary: $64K
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