Advisors Management Group, Inc. · 17 hours ago
Administrative Assistant
La Crosse, WI
Full-time
Onsite
Entry, Mid Level
$40K/yr - $40K/yr
2+ years expAdvisors Management Group, Inc is seeking an energetic, motivated individual to fulfill the role of Administrative Assistant in our La Crosse Office. The ideal candidate will possess strong communication skills and will be responsible for managing client interactions, appointment scheduling, and supporting the administration team.
AccountingFinancial ServicesRetirement
Responsibilities
Greeting and working with clients as they enter the office and wait for appointments
Answering phones, directing calls, taking and delivering detailed messages
Appointment scheduling
Tending daily mail
Data entry
Electronic filing
Managing office supply inventory and orders
Assisting in the completion of client paperwork
Running client reports
Assisting with tax return processing
Looking for and creating efficiencies within the administration/operations team
Providing support to advisors, accountants, and tax preparers
Qualification
Required
Strong oral and written communication skills
Professional and courteous demeanor
Ability to multi-task while maintaining a high level of organization and teamwork
Office management: 2 years
CRM/ Social Media: 2 years
Ability to commute to La Crosse, WI 54601
Ability to relocate to La Crosse, WI 54601 before starting work
Preferred
Quality computer skills and the ability to learn new programs
Basic knowledge of office machines
Knowledge in Microsoft Office
Benefits
Employee Stock Ownership Program (ESOP)
401(K) with 3% non-elective company contribution
Profit-sharing opportunites
Health, dental, vision and life insurance
Paid vacation
Company
Advisors Management Group, Inc.
At Advisors Management Group, we are more than a typical advisory firm.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase