<p>We are seeking a proactive and detail‑driven <strong>Administrative Assistant</strong> to support a growing financial services practice in Oshkosh, Wisconsin. This role is central to ensuring a smooth experience for clients and seamless operations for the advisory team. You will coordinate client touchpoints, prepare for key meetings, manage follow‑up activities, and maintain accurate documentation to support high‑quality service delivery. The ideal candidate is organized, resourceful, and comfortable managing multiple priorities in a client‑focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary operational support for financial advisors by responding to client requests and assisting with daily administrative needs.</li><li>Prepare client meeting materials such as summaries, reports, and planning documents to ensure advisors are fully equipped.</li><li>Coordinate and execute post‑meeting tasks, ensuring follow‑ups are completed accurately and on schedule.</li><li>Handle account‑related processing, including new accounts, transfers, and maintenance requests, while adhering to compliance standards.</li><li>Monitor workflow processes to ensure activities are completed efficiently and documented appropriately.</li><li>Maintain well‑organized digital and physical client records in alignment with regulatory requirements.</li><li>Document client interactions, manage tasks, and support reporting activities using internal software systems.</li><li>Create professional, client‑ready materials—including spreadsheets and presentations—using Microsoft Office applications.</li><li>Assist with special initiatives and projects as assigned to support the overall success of the team.</li></ul><p>If you thrive in a client‑focused environment and enjoy playing a key role in supporting a high‑performing advisory team, we’d love to speak with you. <strong>Submit your resume or reach out directly to learn more about this opportunity.</strong></p>
