Administrative Assistant

Job Description

Job Description

Who We Are

Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has served the surrounding communities as well as the greater Jacksonville, FL area since 1975. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.

We are currently seeking a detail-oriented and organized full-time  Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys taking on new challenges, organization, and growth potential.

What You Will Be Doing

• Set and confirm calendar appointments
• Greet consumers on the phone and in person with a warm and welcoming approach
• Answer incoming calls and transfer all calls to the appropriate personnel
• Light cleaning of office space
• Order office supplies
• Communicate with clients on behalf of financial advisors and firm
• Track prospect-to-client process
• Assist with coordination and execution of marketing campaigns and events
• Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
• Assemble meeting preparation documents pertaining to the client/prospect
• Collect all vital information for all paperwork
• Enter client information into the CRM system
• Maintain and organize office files and documentation
• Run reports
• Assist in completing new account paperwork and annuity and life insurance applications
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Obtain necessary documents and signatures from clients for carrier approval
• Follow-up with insurance companies and Gradient new business
• Track application process and new account set up
• Complete all new licensing requirements
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• All other duties as assigned

What We Are Looking For

• Proficiency with Microsoft Office suite, including Excel (Required)
• High school degree (Required)
• Previous Administrative Experience (Preferred)
• Previous experience in Customer Service (Preferred)
• Associate or bachelor’s degree (Preferred)
• Prior Experience Working in Financial Advisory Industry (Preferred)
• Clear and professional communication (verbal and written)
• Strong attention to detail
• Ability to learn and adapt to changes

Our Investments in You

• Pay: $47,000 - $52,000 DOE
• PTO
• Paid Holidays
• 401(k) + Company Match
• Career Growth and Professional Development Opportunities

Check Us Out!

• Website:

If you’re ready to take the next step, apply today!

David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group. The Kabat’s are a third generation family-owned and operated team since 1975 and offer a refreshing and much desired new approach from a family’s perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.

Company Description

David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group. The Kabat’s are a third generation family-owned and operated team since 1975 and offer a refreshing and much desired new approach from a family’s perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.