Administrative Coordinator

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Published: October 18, 2017
Milwaukee, United States
Job Type


Highly regarded boutique investment firm is currently searching for an Administrative Coordinator to join their team!

This highly visible role will act as the "hub" of the office be responsible for -

  • Administrative correspondence
  • Preparing client presentation materials
  • Quarterly client billing
  • Report generation
  • Bank deposits, accounts payables and receivables
  • Working with vendors
  • Client interaction both face to face and over the phone
  • Many special projects as assigned

Ideal candidate will have strong administrative skills, a very high level of professional savvy, outstanding communication skills, and the ability to work independently.

Full Microsoft Suite required and previous investment or financial services experience a definite plus.

Incredible office environment, very close knit team, and the ability to take ownership of your role!

Salary range $42,000 - $45,000 depending on experience with paid parking!

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