Available Positions

414-963-8700

​Division 10 Personnel

Code: 6427
Location Milwaukee, WI

Job Description

Investments Administrative Assistant
 
Our client, a privately-owned portfolio management firm, is looking to add an Investments Administrative Assistant on to its team. This is a unique opportunity to begin as an administrative representative and grow within the organization, working directly with the President and Owner.
 
The Investments Administrative Assistant will have the ability to work on various marketing and business plan projects. Responsibilities for this position include assisting with processing applications, participating in the client review process, and servicing financial planning to designated clientele. Additional duties involve sending marketing packets to prospective clients, assisting in product research, and providing daily administrative support to the team.
 
Qualifications include:

  • Bachelor’s degree in finance or economics, or related field
  • Previous experience working with a financial based organization, working with the firm’s clientele
  • Outstanding written and verbal communication skills
  • NASD Series 6 desired but not required 

If you are interested in this position, please send resumes to info@division10personnel.com. All inquiries are handled in a confidential manner.

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