Administrative Assistant, Sheboygan

Job Description Job Description Who We Are
Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has served the surrounding communities as well as the greater Jacksonville, FL area since ****.
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.
We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office.
This is an excellent opportunity for someone who enjoys taking on new challenges, organization, and growth potential.
What You Will Be Doing
Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls and transfer all calls to the appropriate personnel
Light cleaning of office space
Order office supplies
Communicate with clients on behalf of financial advisors and firm
Track prospect-to-client process
Assist with coordination and execution of marketing campaigns and events
Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Maintain and organize office files and documentation
Run reports
Assist in completing new account paperwork and annuity and life insurance applications
Process new business applications with detail and accuracy and submit to appropriate carriers
Obtain necessary documents and signatures from clients for carrier approval
Follow-up with insurance companies and Gradient new business
Track application process and new account set up
Complete all new licensing requirements
Perform other clerical duties such as filing, photocopying, collating, faxing etc.
All other duties as assigned
What We Are Looking For
Proficiency with Microsoft Office suite, including Excel (Required)
High school degree (Required)
Previous Administrative Experience (Preferred)
Previous experience in Customer Service (Preferred)
Associate or bachelor's degree (Preferred)
Prior Experience Working in Financial Advisory Industry (Preferred)
Clear and professional communication (verbal and written)
Strong attention to detail
Ability to learn and adapt to changes
Our Investments in You
Pay: $47,000 - $52,000 DOE
PTO
Paid Holidays
401(k) + Company Match
Career Growth and Professional Development Opportunities
Check Us Out!
Website:
If you're ready to take the next step, apply today!
Company Description David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group.
The Kabat's are a third generation family-owned and operated team since **** and offer a refreshing and much desired new approach from a family's perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.
Company Description David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group.
The Kabat's are a third generation family-owned and operated team since **** and offer a refreshing and much desired new approach from a family's perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.