Office Assistant & Client Services Coordinator

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

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.