Client Service Administrator, Financial Planning & Investments

Job overview

The Client Service Administrator, Financial Planning & Investments role is onsite in Appleton, WI. Pay is $18–$26 per hour. Professional Financial Management provides client service and administrative support for its financial planning and investment management work. The administrator supports clients and internal teams through office administration, account paperwork, meeting coordination, and money-movement processing. The role helps maintain accurate client records and provides a foundation for potential future career paths in financial planning or investment management.

What you'll do

• Greet clients and visitors
• answer and route calls
• process mail
• maintain office supplies and files
• update the client relations database
• review correspondence
• prepare and process investment account paperwork
• coordinate with Schwab
• schedule client meetings and signatures
• monitor incoming checks and client money movements
• prepare meeting report packets.

What we're looking for

Skills & competencies

client service administrator

financial planning

investments

appleton wi

professional financial management

$18–$26/hr

monday–friday

no weekends

no travel

client accounts

401(k) match

profit sharing

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid holidays
• 401(k) with 4% employer match
• profit sharing
• three weeks of PTO in the first year
• life and disability insurance
• education reimbursement
• employee discount
• paid training
• professional development assistance.

Why this role

Full-time, 40-hour workweek, Monday through Friday with no weekends; no travel is required; the posting describes future career paths into financial planning or investment management.

About the employer

Professional Financial Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.