Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Client Services Assistant – Financial Services
About Us: Schmocker Financial Services is a dynamic and forward-thinking independent financial advisory firm dedicated to providing personalized financial solutions to our clients. With a focus on integrity, expertise, and exceptional client service, we strive to help individuals, families, businesses, and business owners achieve their financial goals and secure their financial future.
Position Overview: We are seeking a motivated and detail-oriented Client Services Assistant to join our team. The ideal candidate will play a key role in supporting our advisors and enhancing the efficiency of our office operations. This is an excellent opportunity for individuals with a passion for finance or those looking to gain experience in the financial services industry.
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How to Apply: If you are passionate about finance and interested in joining our team, please submit your resume and a brief cover letter outlining your qualifications and why you are interested in this position by email or mail to Schmocker Financial, 2800 National Dr., Suite 103, Onalaska, WI 54650. We look forward to reviewing your application!
Schmocker Financial Services is an equal opportunity employer and welcomes diversity in the workplace.
Job Type: Full-time
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Work Location: In person
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