Administrative Assistant

Job Title: Administrative Assistant – Wealth Advisors Office
Location: Walworth, WI
Company: Exemplar Financial Network – Walworth Team
Employment Type: Full-Time | Hourly | On-Site

Position Overview

Are you a detail-oriented professional with a passion for organization and client service? Exemplar Financial Network’s Walworth Team is seeking a proactive and resourceful Administrative Assistant to support our wealth advisors and ensure smooth daily operations. This role is ideal for someone who thrives in a fast-paced, team oriented, client-focused environment and can handle sensitive financial information with discretion.

Key Responsibilities

Client Communication

• Serve as the first point of contact for clients via phone, email, and in-person interactions
• Schedule appointments and respond to inquiries with professionalism and care

Scheduling & Calendar Management

• Coordinate meetings, calls, and events for Wealth Advisors
• Manage Wealth Advisors’ calendars to optimize time and workflow

Data Entry & Record Keeping

• Maintain accurate client records in CRM, including contact and family details
• Document client interactions and send daily status reports to Admins and Advisors
• Ensure compliance with privacy regulations and internal policies

Office Support

• Oversee office supplies, mailings, and office equipment
• Pick up and drop off mail from the post office box

Filing & organizing

• Organize physical and digital files related to client accounts and financial documents

Client Onboarding

• Support onboarding by updating CRM, scheduling meetings, and preparing onboarding kits
• Ensure all documents are ready and organized for client meetings

Compliance Support

• Assist in maintaining up-to-date client documentation to meet regulatory standards

General Administrative Tasks

• Manage mailings, correspondence, and special occasion gifts for clients
• Maintain gift logs and assist with special projects and events

Event Management & Booking

• Coordinate with venues and Admins to plan and execute client events
• Assist with invitations and event logistics

Marketing Support

• Collaborate with Admins and Advisors to manage the marketing calendar
• Create and schedule social media posts using marketing software

Qualifications

Education

• High school diploma required
• Associate’s or Bachelor’s degree in Business, Finance, Hospitality, or related field preferred

Experience

• Minimum 2 years in an administrative role, ideally in financial services or a professional office setting

Skills & Abilities

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Ability to multitask and prioritize effectively
• Highly organized with strong time-management skills
• Discreet with confidential information
• Familiarity with financial planning concepts is a plus

Work Environment

• Full-time, Monday to Friday | 8:00 AM – 5:00 PM
• Office-based role with occasional evening or Saturday work for events

Compensation & Benefits

• Hourly Rate: Starting at $18/hour
• Benefits: Access to group benefits and retirement plan

- How to Apply

Please submit your resume and cover letter to exemplarwalworthteam@exemplarfn.com. In your cover letter, highlight your administrative experience.

Job Type: Full-time

Pay: From $36,000.00 per year

Benefits:

• Health insurance
• Retirement plan

Work Location: In person