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Wealth Enhancement · 19 hours ago

Office Administrator

Oshkosh, WI

Full-time

Onsite

New Grad, Entry Level

$22/hr - $24/hr

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. They are seeking an Office Administrator to serve as a client concierge professional, managing office administration and supporting daily operations in their advisory office.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Ann Peckskamp

Responsibilities

Greet clients and visitors warmly and professionally, ensuring a positive first impression

Answer and direct incoming phone calls promptly and courteously

Manage the office calendar, including client appointments and internal meetings

Support advisors and staff with administrative tasks such as data entry, filing, and scanning

Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries

Maintain and order office supplies

Prepare and maintain beverage stations and obtain beverages for clients

Record and process all incoming checks

Maintain multifunction printers; coordinate repairs when necessary

General office maintenance including but not limited to filing, shredding, and scanning paperwork

Point of contact with building management for facility repairs and building access

Coordinate with outside vendors

Under the direction of your manager, assist with various office projects as requested

Provide support for marketing events by coordinating event space, catering, and set up

Help facilitate corporate program rollouts, including but not limited to technology, operations & compliance, marketing, finance and Human Resources

Support Advisor Services in coordination and execution of corporate and regional office activities and initiatives

Assist with new hire computer setup, as needed

Qualification

Microsoft Office SuiteReceptionist experienceOrganizational skillsCommunication skillsSalesforce familiarityWorkday familiarityPositive attitudeDetail oriented

Required

HS Diploma/2-year degree (or equivalent experience)

Previous receptionist/office experience preferred

Friendly, outgoing, and positive attitude

Professional appearance, voice, and interaction with clients

Ability to prioritize workflow and projects; work in a deadline environment and be flexible

Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization

Detail oriented, highly organized, and adaptable

Proficient with Microsoft Office Suite or related software

Knowledge of business office procedures

Organized and able to prioritize work

Preferred

Familiarity with Salesforce and Workday is a plus

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997