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Financial Services Administrative Assistant

Company: The Capital Group Madison Wi
Location: Madison
Posted on: January 16, 2022

Job Description:

The Capital Group, a comprehensive financial planning firm specializing in retirement, investment, estate, insurance and tax planning is seeking an Administrative Assistant who thrives on taking initiative and flexing around shifting priorities while providing administrative support and assistance. With keen insight and the utmost discretion, you are confident interfacing with clients, have impeccable attention to detail and provide concierge level service. Key responsibilities include responding to a broad spectrum of client inquiries, requests and other client service needs while functioning as the lead person in applicant processing, preparation for client meetings and internal record keeping.by Jobble

Keywords: The Capital Group Madison Wi, Madison , Financial Services Administrative Assistant, Administration, Clerical , Madison, Wisconsin

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