Project Assistant

Industry

Insurance

Advert ID

USA_596238

Location

Wisconsin

Job Type

Contract

Hours

Full-Time

Salary Range

USD32-33/hr

No. of Openings

1

Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142

ContactNumber

262-694-2759

Job Description

**Remote Position 32-40 hours/week

The Project Assistant will work with the Concierge Financial Planning team. The team is a group of professionals with expertise in legal, accounting, insurance and retirement planning. Primary focus of the role will be supporting all aspects of case management including intake, status, document gathering, plan creation and delivery, close and follow up. Additional aspects of this work include gathering and synthesizing feedback, developing procedures and tools to enhance the case management process (such as templates and deliverable checklists), and write or edit correspondence.



Seeking 3-5 years of project coordination or related experience. Experience with Excel, Power Point and Share Point.



Verbal communication, detail oriented, work independently, follow through



Nice haves:

Financial services experience