Administrative Assistant

Join the Orgel Wealth Management Team

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Orgel Wealth Management is seeking an Administrative Assistant who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to effectively communicate and solve problems in a variety of circumstances.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $9.5 billion in assets under management (as of December 31, 2025).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, and 10 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure designed to support employee ownership through multiple generations.
• Rapid Growth – Since becoming a Securities and Exchange Commission-registered investment advisor in 2013, we have doubled in size and now employ 90 people in our Wisconsin and Minnesota offices.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

Position Summary

The Administrative Assistant plays a central role in the day-to-day success of the Onalaska office. This position provides administrative support to the Market Lead and Relationship Managers, coordinates office operations, and helps create a welcoming and professional experience for clients and visitors.

The Administrative Assistant is responsible for coordinating office operations, managing front-of-house activities, preparing meeting logistics, maintaining organized records, and supporting the day-to-day needs of the office. Success in this role requires strong organizational skills, attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining professionalism and confidentiality.

Principal Duties and Responsibilities

Administrative Support

• Provide administrative support to the Market Lead and Onalaska Relationship Managers.
• Prepare correspondence, reports, meeting materials, and other business documents.
• Coordinate calendars, meetings, and scheduling requests as directed.
• Assist with travel arrangements and itinerary preparation.
• Maintain organized electronic and physical records in accordance with firm policies and procedures.
• Process expense reports and administrative documentation.
• Support special projects and office initiatives as assigned.
• Prioritize competing requests and ensure work is completed accurately and on time.

Client Experience & Front of House

• Serve as the first point of contact for clients and visitors entering the office.
• Greet clients and guests in a warm, professional, and welcoming manner.
• Offer refreshments and ensure guests are comfortably accommodated prior to meetings.
• Answer and route incoming telephone calls professionally and accurately.
• Maintain conference room schedules and support meeting room readiness.
• Prepare and reset conference rooms before and after meetings.
• Monitor and maintain client-facing spaces, including reception areas, conference rooms, and refreshment stations.
• Conduct routine walkthroughs to ensure the office consistently reflects firm standards.

Office Operations

• Coordinate incoming and outgoing mail, shipping, and deliveries.
• Manage office supply inventory and ordering.
• Coordinate facility maintenance requests and vendor interactions.
• Support office equipment management and troubleshooting coordination.
• Assist with check deposits, document processing, scanning, filing, and record management.
• Support office organization and operational efficiency initiatives.
• Perform occasional errands and administrative tasks as needed.
• Additional Skills Required

The Administrative Assistant must be able to:

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to proactively establish ambitious goals for quality and timeliness
• Leverage technology, including the Microsoft Office Suite, Practifi, Zoom, Tamarac, and other software applications as necessary

Education and Experience Requirements

Required:

• High school diploma
• Minimum 3 years of experience in administrative support, office administration, hospitality, or a related field.

Preferred:

• Associate or Bachelor’s degree
• Experience supporting business leaders or client-facing professionals.
• Experience in the financial industry
• Experience in hospitality, office management, or professional services environments.

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.