Strategic Executive Assistant for Wealth Management

ORGEL WEALTH MANAGEMENT, LLC; Onalaska (WI); Presencial; USD 52 000 - 72 000; Tempo integral

Resumo da oferta

Orgel Wealth Management, LLC seeks an Executive Assistant to provide proactive, high-level support to Relationship Managers and the Market Lead in our Onalaska office. This role coordinates front-of-house operations, client meeting prep, calendars, and travel arrangements to ensure a polished client experience.

The ideal candidate has at least 3 years of senior administrative experience, excels in confidentiality, and can manage multiple priorities in a fast-paced financial services environment,

Qualificações

• High School diploma.
• Minimum 3 years of experience in high-level administrative support, executive support, client service, or related field.
• Preferred experience in the financial industry and supporting business leaders or client-facing professionals.

Responsabilidades

• Provide proactive administrative support to the Market Lead and Relationship Managers.
• Maintain calendars and coordinate client meetings, conference calls, and appointments.
• Prepare correspondence, reports, and meeting materials.
• Coordinate client meeting logistics and travel arrangements.
• Maintain accurate client and business records and ensure office operations run smoothly.

Conhecimentos

Calendar management

Confidentiality

Communication

Time management

Independent work

Formação académica

High School diploma

Ferramentas

Microsoft Office

Practifi

Zoom

Tamarac

Descrição da oferta de emprego

Orgel Wealth Management, LLC seeks an Executive Assistant to provide proactive, high-level support to Relationship Managers and the Market Lead in our Onalaska office. This role coordinates front-of-house operations, client meeting prep, calendars, and travel arrangements to ensure a polished client experience.

The ideal candidate has at least 3 years of senior administrative experience, excels in confidentiality, and can manage multiple priorities in a fast-paced financial services environment,