At Skylight Wealth Management we believe our success is based on relationships that are established and strengthened by our team. For 30 years we have served the Manitowoc community and take pride in helping individuals and families gain confidence in their lifelong financial goals. We are seeking a highly organized and detail-oriented Administrative Assistant to join our growing team.
Step into this instrumental role by helping to conduct the smooth operations of a fast-paced and friendly financial planning office. This position completes tasks which allow the advisors to focus more time and energy on client acquisition and deepening client relationships. Client relationship and general practice management is supported through gathering client data, helping prepare client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed.
Specific tasks include:
Administrative Assistance

• Assist Financial Planning Specialists, AFAs, and advisors
• Order supplies for the office
• Answer and direct incoming client telephone calls
• Prepare correspondence for clients
• Assist others in the practice

• Greet and extend hospitality to clients and document client communications
• Assist in scheduling client or prospect meetings
• Contact clients or prospects to confirm or schedule follow-up appointments and gather any additional information needed
• Maintain client management system

• Plan and prioritize own work schedule as well as the advisors
• Use to-do lists, calendars, computer software or other work/time management systems
• Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor

• 3+ years of experience in a similar role
• Proficient in Office 365
• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients, advisors, and staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise/FINRA compliance
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Skylight Wealth Management is an independent financial advisory practice of Ameriprise Financial. 
Please email resumes to Elizabeth.M.Nicklaus@ampf.com to apply.