Administrative Assistant for Financial Advisor

Experienced Wealth Management is a trusted firm dedicated to empowering individuals and businesses by providing personalized, forward-thinking financial solutions. Focused on building lasting relationships, the company strives to deliver outstanding resources and expertise that complement its commitment to client success. Based in Appleton, WI, Experienced Wealth Management takes pride in being a reliable partner in achieving financial goals. By offering exceptional services, the company upholds its reputation as a leader in the wealth management industry.

This is a full-time on-site Administrative Assistant role located in Appleton, WI. The Administrative Assistant will provide day-to-day support through general administrative tasks, scheduling appointments, maintaining records, and ensuring efficient office operations. Responsibilities include answering phone calls with professionalism, managing inquiries, and assisting executive staff with clerical and administrative support. The role involves organizational tasks, document management, and maintaining professional communication to ensure seamless operations within the organization.

• Strong Administrative Assistance and Clerical Skills for scheduling, organizing records, and managing office tasks
• Exceptional Communication and Phone Etiquette to professionally handle calls and client interactions
• Experience in Executive Administrative Assistance, involving calendar management and task prioritization
• Attention to detail and strong organizational skills
• Proficiency in office software and technology tools
• Ability to work in a fast-paced environment and handle multiple tasks effectively
• Previous experience in financial or professional services is a plus
• High school diploma or equivalent; additional certifications are appreciated