Client Service Administrator

Pay: $18.00 - $26.00 per hour Job description This is a Full-Time position in a friendly office environment (M-F). As a Client Service Administrator (CSA), your primary focus will be to provide superior client service to our clients. We are Fee-Only financial planning and investment management firm working with local families and have begun our 25th year in business! We are looking for an organized, detail-oriented team player to support administrative and client service duties. We have a staff of five and are looking to grow our team to eight over the next few years. Work where you can make a difference! There are strong opportunities for growth tailored to the unique desires and career aspirations of each candidate. After serving as a CSA, you may consider future career paths into salaried positions within our financial planning or investment management teams. Location, Schedule & Travel Full time - 40 hours per week Monday through Friday, no weekends 100% in-person located at W6184 Aerotech Dr No travel is required Modest flexibility in daily start and end times Compensation Hourly pay from $18 to $26 depending on experience and background Paid holidays 401k plan (featuring 4% employer match) Profit sharing plan 3-weeks Paid Time Off (PTO) in the first year Life & disability insurance Education reimbursement program Responsibilities Administrative Greet clients and visitors in a friendly and professional manner Answer and route phone calls Retrieve, sort, and process incoming and outgoing mail Maintain office supplies and place orders as necessary to manage inventory Scan documents and maintain files Maintain and update client relations management database Review written correspondence for grammar and clarity Assist with various projects as needed Light office cleaning Client Service Prepare and process Schwab paperwork for new and existing investment accounts Collaborate with Schwab to service client accounts as necessary Correspond with clients primarily by email and telephone to schedule meetings and coordinate signatures for paperwork as needed Process and monitor incoming checks and all general client money movements Prepare report packets prior to client meetings Education / Experience Required High school diploma or equivalent Experience with Microsoft Office tools Preferred Previous work experience in an office setting Previous financial services experience Additional education and/or work experience are welcome and will be considered when determining compensation. Job Type: Full-time Benefits 401(k) 401(k) 4% Match 401(k) matching Employee discount Flexible schedule Happy hour Life insurance Paid time off Paid training Professional development assistance Retirement plan Tuition reimbursement Compensation Package Profit sharing Ability to Commute Appleton, WI 54914 (Preferred) Ability to Relocate Appleton, WI 54914: Relocate before starting work (Required) #J-18808-Ljbffr Professional Financial Management