This position is being offered by Roell Capital Management, LLC. WestPoint Financial Group is assisting with the sourcing of this position.
Roell Capital Management believes that expectations are the single greatest component to a fruitful relationship. Roell Capital Management's clients know that they can expect open, honest and clear communication when working with their advisors to meet their financial planning needs. Roell Capital Management is also committed to assisting clients in making educated decisions about managing their wealth and savings. Clients are guided to find quality solutions and strategies that will meet a range of needs.
Roell Capital Management prides itself on its customer- and service-oriented approach. The practice is currently seeking an Administrative Assistant to add to its team. The successful candidate must provide outstanding client service to treasured clientele and will be prepared to proactively identify potential problems and provide creative solutions. They will be able to anticipate needs before they develop and will consistently demonstrate their trustworthiness and client-centricity.
This role is located in the practice's Milwaukee office, Monday through Thursday 8 am - 4 pm and Friday, 8 am - 3 pm.
Duties:
Qualifications:
Benefits: