Executive Assistant - Direct Hire

Kelly in partnership with our customer in Madison is seeking qualified candidates for a Direct Hire role as an Executive Assistant. In this direct hire role, you will be hired as an employee of the organization on day number 1. Qualified candidates must have prior experience in the financial services industry as well as a strong administrative background.

Job Duties:

• Supporting the responsibilities of the firm president
• Assist financial advisors with financial planning activities
• Provide customer support to clients and prospects
• Process account applications
• Assist team members with preparation for events
• Maintain efficient and accurate records and files
• Interact and communicate with corporate vendors
• Responsible for insuring the smooth administrative operations of the firm

Job Requirements:

• 4 years' experience and knowledge of financial services (either insurance, securities, or both)
• Previous experience in an administrative role
• Strong organizational and process skills along with excellent typing skills
• Strong attention to detail, accuracy, proper grammar, and spelling
• Ability to complete work on a timely basis and work as part of a small team
• Proficiency with Microsoft Office as well as a CRM system
• Strong interpersonal skills as well as verbal and written communication skills
• Must have a positive and professional attitude

Hours: Monday-Friday 8:00am-4:30pm, occasional hours outside standard business hours may be required.

Pay: $35,000-45,000 based on qualifications

Please apply now or submit resume to Angie -

Why Kelly ?? ?

You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

About Kelly ??

At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

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