• Administrative Assistant/Receptionist

    Administrative Assistant/Receptionist Position 
     
    Do you love providing great client service in person and on the phone? Are you a multi-tasker with a knack for organization? If you answered ‘yes’ to these questions, Midwest Financial Group would like to meet with you.
     
    We are a tax & financial planning firm with a philosophy that values the close relationships we develop with clients and coworkers through honesty, fairness, caring and trust.  As a company that takes a values-based approach to working with our clients, we honor that in building our relationships with our team members as well.  That reflects in our 37.5 hour work week, salaried positions with full benefits package (including group health, dental, vision, disability, life and 401k), our liberal paid-time off policy and encouragement for our staff to grow within the company.  Work-life balance is an often-used phrased around Midwest Financial Group – as important as it is to provide the best service and support for our clients, we also encourage participation in community and service events and making time for family and loved ones.
     
    As a small company, we provide a flexible work environment across multiple offices in Madison, Johnson Creek & Prairie du Sac. We encourage our staff to work as a team, so it is important that we maintain regular contact to grow our relationships with each other.  Our common goal is to provide exceptional client service, cultivate sincere client relationships, and deliver wholistic solutions from a team of tax and financial planners, insurance agents, and administrative staff who genuinely enjoy succeeding together and sharing our success with those around us.
     
    We are in search of multiple administrative assistants with a primary responsibility of providing support services to our tax and financial advisors, and exemplary reception & customer service to existing and potential clients. Qualified candidates should be proficient in Microsoft Office (Outlook, Word & Excel) and contact management software (data entry).   Prior administrative experience preferred but not required.
     
    GENERAL ADMINISTRATIVE RESPONSIBILITIES including:

    • Answer a high volume of incoming telephone calls and route calls accordingly
    • Greet customers in a warm, professional, and friendly manner
    • Provide support to multiple Advisors that includes:
      • Answering client calls
      • Scheduling appointments & coordinating schedules
      • Preparing correspondence
      • Assisting with client mailings
      • Assist with projects as needed
    • Maintain and monitor date-sensitive material for FINRA compliance
    • Use industry specific and other software to maintain and update online databases and client records (including exporting and importing spreadsheet information)
    To set up a virtual interview visit: https://tinyurl.com/mr2wxpmy, or send resume and cover letter to jackie@mfgteam.com.