Administrative Assistant

KerberRose S.C.; Town of Antigo (WI); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Mentorship and Talent Development

Continuing Professional Education

Paid Time Off and Holidays

401(k) & Profit Sharing

Health, Dental, Vision, and Life

Flexible Spending Account

Health Care Reimbursement

Disability Insurance

Wellness Programs

Student Loan Repayment

Business Development Incentives

Job summary

KerberRose Wealth Management in Wisconsin is seeking an adaptable office support professional to manage schedules, handle correspondence, and assist with the daily client workload alongside a collaborative team.

You will contribute to a professional, client‑focused environment with potential mentorship opportunities and a rewarding career path within a flexible, growth‑oriented firm.

Qualifications

• Minimum of 1 year of general office/clerical experience.
• Associate degree or commensurate experience.
• Ability to plan, prioritize, and organize a diversified workload.
• Advanced customer service capability to provide a premier experience to clients of KerberRose.

Responsibilities

• Sort and distribute mail.
• Draft written responses or replies by phone or e-mail when necessary.
• Respond to regularly occurring requests for information.
• Answer incoming phone calls to the office and take messages or field routine questions.
• Work independently and within a team on special nonrecurring and ongoing projects.
• Act as project manager for special projects as requested by the partner in charge.
• Assemble and e-file tax returns and assemble financial statements.
• Maintain appearance of the office from front to back and lobby.
• Order supplies for office.

Skills

Office administration

Customer service

Time management

Education

Associate degree

Tools

Microsoft Office

Job description

Description

Serve external clients and internal team members in this adaptive role by providing office support, managing schedules and coordination of team needs, and supporting developing relationships. Experience a variety of industries and play an active role in the daily client workload alongside fellow talented team members. Each day is unique, and you will experience a collaborative work environment and potential mentorship opportunities. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.

Responsibilities

• Sort and distribute mail.
• Draft written responses or replies by phone or e-mail when necessary.
• Respond to regularly occurring requests for information.
• Answer incoming phone calls to the office. Takes messages or fields/answers routine and non-routine questions.
• Work independently and within a team on special nonrecurring and ongoing projects.
• Act as project manager for special projects, at the request of the partner in charge, which may include planning and coordinating multiple presentations, disseminating information, coordinating direct mailings.
• Assemble and e-file tax returns. Assembles financial statements.
• Responsible for appearance of the office from front to back, lobby clean-up.
• Order supplies for office.

Requirements

• Minimum of 1 year of general office/clerical experience
• Associate degree or commensurate experience
• Ability to plan, prioritize, and organize a diversified workload
• Advanced customer service capability to provide a premier experience to clients of KerberRose

Culture and Core Values:

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment that encourages and supports professional and personal development. Our core values drive our culture:

Honesty

Integrity

Respect

Balanced Life

Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Benefits:

• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives

Wellness at KerberRose:

At KerberRose, we focus on our team members physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), professional development, and much more.

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.