Job Description

Job Description

The Firm: Retirement Income Planning llc is a full-service financial services firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and excellent client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.

I. Prerequisites:

A background in office administration

A clean personal background check

A professional demeanor and appearance

II. Reporting: Position reports directly to the firm’s president

III. Skill Set – This position requires the following skill set:

1. Minimum 4 years experience and knowledge of office administration (financial services, either insurance or securities, would be helpful)

2. Organizational and process skills

3. Excellent typing skills

4. Strong competency in written and verbal communication

5. Strong attention to detail, accuracy, correct grammar, and spelling

6. Complete work on a timely basis

7. Ability to work as a team member

8. Proficiency in Microsoft Office

9. Proficiency in the use of a CRM system

10. Strong interpersonal skills with clients and team members

IV. Work Responsibility – The responsibilities of the position include the following:

1. Supporting the responsibilities of the firm president

2. Responsible for insuring the smooth administrative operations of the firm

3. Assist financial advisors with financial planning activities

4. Provide customer support to clients and prospects

5. Supervising and processing account applications

6. Assist team members with preparation for events

7. Maintain efficient and accurate records and files

8. Interact and communicate with corporate vendors and “friends of the firm”

V. Pay: Commensurate with experience.

VI. Benefits:

Retirement savings plan with employer match

Paid Vacation

Health Insurance

VII. Hours:

40 hours per week (8:00am-4:30pm Mon-Fri)

Occasionally will need to work hours outside of that timeframe for special events, including two nights per month off-site

VIII. Requirements:

1. References and current resume

2. A background in office administration

3. Willingness to sign a confidentiality agreement

4. Professional attitude and demeanor

Website: retirementincomeplanningllc.com

Company Description

Retirement Income Planning llc is a full-service financial services firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and excellent client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.

Company Description

Retirement Income Planning llc is a full-service financial services firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and excellent client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.