Executive Assistant

Orgel Wealth Management, LLC; Onalaska (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Orgel Wealth Management in Onalaska seeks an Executive Assistant to provide high‑level support to Relationship Managers and the Market Lead, coordinating client meetings and front‑of‑house operations. The role requires strong organization, discretion, and the ability to multitask in a fast‑paced wealth‑management environment.

The ideal candidate will manage calendars, prepare client materials, arrange travel, and maintain accurate records while ensuring a welcoming and professional client

Qualifications

• High School diploma required; 3+ years of high‑level admin support or related experience.
• Preferred: Associate or Bachelor's degree; financial industry experience is a plus.
• Hospitality/office mgmt experience is advantageous; professional, client‑facing skills.
• Ability to handle confidential information and coordinate multiple priorities.
• Proficiency with MS Office, practice management tools, and basic tech troubleshooting.

Responsibilities

• Provide proactive, high‑level administrative support to Market Lead and Relationship Managers.
• Coordinate client meeting preparation, materials, and scheduling across the Onalaska office.
• Serve as a primary front‑of‑house contact and manage client visits and inquiries.
• Arrange travel, process documents, and maintain accurate client records per policy.
• Support day‑to‑day office operations, vendor interactions, and office organization.

Skills

Executive support

Organization

Confidentiality

Client service

Communication

Problem solving

Independent work

Teamwork

Time management

Technology proficiency

Education

High School diploma

Associate or Bachelor’s degree

Tools

Microsoft Office Suite

Practifi

Zoom

Tamarac

Job description

Description

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 Executive Assistant who provides proactive, high‑level support to Relationship Managers while delivering an exceptional client experience and helping coordinate the day‑to‑day operations of our Onalaska office.

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 $10.4 billion in assets under management (as of March 31, 2026).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 13 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations.
• Rapid Growth – Since becoming a Securities and Exchange Commission‑registered investment advisor in 2013, we have doubled in size and now employ 91 people in our Wisconsin and Minnesota offices.

Position Summary

The Executive Assistant position provides high‑level administrative professional support in a well‑organized and timely manner for the Market Lead and Relationship Managers, while also coordinating Front of House and day‑to‑day office operations for the Onalaska location.

The Executive Assistant is responsible for coordinating client meeting preparation, anticipating needs, managing competing priorities, exercising sound judgment, and taking ownership of responsibilities through completion. The role requires strong organization, attention to detail, problem‑solving skills, professionalism, and the ability to work independently in a fast‑paced environment.

Requirements

Principal Duties and Responsibilities

• Relationship Manager & Client Support
• Provide proactive administrative support to the Market Lead and Onalaska Relationship Managers.
• Maintain calendars and coordinate client meetings, conference calls, appointments and scheduling needs.
• Coordinate preparation for client meetings, including meeting materials and gathering and organizing necessary client information.
• Prepare correspondence, reports, meeting materials, and other business documents.
• Coordinate and follow through on client requests and routine account/service needs in partnership with Relationship Managers and internal teams.
• Assist with travel arrangements and detailed itineraries.
• Maintain accurate client and business records in accordance with firm policies and procedures.
• Understand and effectively utilize firm systems and workflows.
• Anticipate needs, prioritize competing requests, and ensure responsibilities are completed accurately and timely.

Client Experience & Front of House

• Serve as a primary point of contact for clients and visitors, creating a warm, professional, and welcoming experience.
• Answer and appropriately route incoming telephone calls and client requests.
• Coordinate client meeting logistics, including room scheduling, setup, refreshments, and reset.
• Maintain client‑facing spaces and routinely assess the office to ensure it consistently reflects firm standards.

Onalaska 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.

Additional Skills Required

The Executive 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 sound judgment, critical thinking, and problem‑solving skills to independently move work forward and appropriately elevate issues.
• 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 high‑level administrative support, executive support, client service, professional services, 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.