Position: Assistant Financial Planner
About: Drake & Associate, a financial service firm located in Waukesha, WI, is seeking an Assistant Financial Planner to perform diverse planning and administrative functions in a fast-paced environment.
Requirements: 2+ years of administrative office experience in a fast-paced environment; Financial Industry experience preferred; Intermediate to advanced skills with MS Office Suite, specifically Excel; Desire to obtain long-term employment; Ability to prioritize projects and manage time; Savvy customer service to include excellent communication, both verbal and written; Strong follow-through; Good-natured, positive attitude; Ability to demonstrate persistence to achieve quality; Strong organizational skills, detail oriented, proactive, and resourceful; Friendly, professional phone manner and enjoys working with a variety of clients; Demonstrate maturity and poise under pressure; Flexibility to contribute as part of a team as well as independently
Benefits: paid time off, retirement contributions, health insurance, dental insurance, life insurance, free beverages on-site, charity support, professional development opportunities, team-building events, paid-for annual trips
