Saturday, September 5, 2009

Executive Assistant - Menomonie, WI

Find Jobs - Executive Assistant Jobs in Menomonie, Wisconsin - Waznik Moseler Group, LLC: "Waznik Moseler Group, LLC is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Our customized programs are designed to grow, and conserve the client’s wealth by delivering an unprecedented level of personalized service.

Responsibilities of Executive Assistant:

Perform variety of administrative and coordination functions to CEO; including professional community activities
Interface with advisors, support staff, clients, others
Schedule client meetings
Prepare paperwork, research, background data, analysis, materials for client meetings
Assure paperwork for new accounts/account changes submitted with accuracy; follow up to assure accurate/timely processing
Assure completion of task follow up to client meetings
Manage client files and documentation
Follow up with client outstanding paperwork – timely and accurate
Compose, proofread, edit, format written correspondence
Respond to client requests for information, account changes
Communicate with wholesalers, broker-dealer to resolve problems
Assure general office duties and upkeep are completed
Seminar/meeting coordination, preparation and follow up
Participate in executive office meeting, take minutes, assure follow up of tasks
Assist in development and implementation of marketing campaigns
Stay informed of business objectives, policies, standards, services, procedures
Align processes, systems to assure efficiency and effectiveness"

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