Office Assistant

SCOTT HERRMANN SHORELINE GROUP; Burlington (WI); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Bonus structure

Insurance

Paid time off

Licensing support

Job summary

Shoreline Group in Wisconsin is seeking an Office Assistant to support client service, manage calls, greet visitors, and keep mail and files organized in a busy financial services office.

You will assist Financial Advisors, coordinate meetings and calendars, update Salesforce, and help with marketing, events, and client communications. Training and licensing support are provided to grow with the role.

Qualifications

• 1 year administrative or office experience preferred, but training is provided.
• Strong organizational skills with ability to juggle multiple tasks.
• Proficiency with Microsoft Office and CRM systems including Salesforce.

Responsibilities

• Support the team with administrative functions and tasks.
• Answer and transfer phone calls; greet visitors.
• Sort, scan, and distribute mail; maintain organized files.
• Coordinate meetings, calendars, and communications with clients.
• Update CRM systems (Salesforce) and maintain client records.
• Assist in marketing, outbound calling, and event confirmations.

Skills

Customer service mindset

Organizational skills

Multitasking

Tech-savvy

Education

Office experience or training

Tools

Salesforce

Microsoft Office

Job description

Join a Dynamic Team Where You Can Grow, Thrive, and Make an Impact

Location: On-site (Multiple Offices in Central to Southeast Wisconsin)
Compensation: $15.00 - $19.00 per hour (Based on Experience & Licensing)
Schedule:Full-time, up to 40 hours per week

Who We Are

At Shoreline Group, we’re more than just a financial services firm—we’re a close-knit team driven by a shared passion for helping people secure their financial future. As an independent practice of Thrivent Financial, we serve our members with a holistic, relationship-first approach, guiding them toward financial success with confidence and care.

Thrivent Financial, a faith-based, not-for-profit organization with 2.6 million members, exists to help people live more generously. We empower our clients, communities, and nonprofits through financial solutions, educational resources, and values-driven support.

The Role: Office Assistant

This role is a blend of client service, administrative support, and reception duties—perfect for someone who thrives in a dynamic office environment.

The Office Assistantis responsible for performing clerical and administrative tasks to support daily operations. Duties include being the first energetic face to the client,answering and transferring phone calls, sorting and delivering mail, greeting visitors, and providing general administrative support to the team.

Additionally, this role provides essential support to the Financial Advisors, ensuring that client interactions and office operations are professional and run smoothly. If you’re an organized, customer-focused professional who enjoys multitasking, problem-solving, and making a meaningful impact, this position is for you!

What You’ll Do

• Support the Team with a variety of administrative functions and tasks.

• Answer and transfer phone calls, ensuring seamless communication within the offices.

• Sort, scan, and distribute mail to maintain organized office operations.

• Greet clients and visitors warmly, ensuring a welcoming and professional experience.

• Interface with clients to coordinate meetings, mailings, and other communications.

• Schedule and assist in preparing for all meetingsby providing necessary details, documents, including driving directions.

• Assist in managing the Advisor’s calendars, ensuring efficient scheduling among clients and specific office space.

• Update CRM systems (Salesforce)to ensure accurate client records and interactions.

• Maintain client correspondence, including compliance and marketing mailings.

• Maintain internal mailing lists, birthday card lists, and monthly calling lists to enhance client engagement.

• Organize and maintain physical or electronic files, ensuring accessibility and compliance.

• Asist with marketing, outbound calling, event confirmations and other tasks as assigned.

What We’re Looking For

• A positive attitude and strong customer service mindset—you genuinely enjoy helping people.

• Administrative or office experience (1 year preferred, but we’ll train the right candidate).

• Strong organizational skills with the ability to juggle multiple tasks and prioritize effectively.

• Tech-savvy—comfortable with Microsoft Office (Word, Excel, PowerPoint) and willing to learn new tools.

• Growth-minded - seeking opportunities to learn and grow (willingness to work towards Life & Health insurance licensing).

Why Join Us?

• A fun, team-oriented workplace where your contributions are valued.

• Work-life balance—we respect your time and well-being.

• Growth potential—we invest in your development with training and licensing support.

• Good Benefits- Fair pay with bonus structure, insurance, and paid time off.

• Meaningful work—you’ll make a real difference in the lives of our clients.

Background Check

As part of Shoreline Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be completed upon hiring. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Thrivent Financial will conduct background checks and fingerprinting. In the event any candidate refuses or fails a background check, the candidate will be eligible for hire.