Office Administrator at Wealth Enhancement

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Oshkosh, WI office is looking for an Office Administrator to serve as a client concierge professional. This role serves as the point of contact for all items related to office administration in an advisory office. This role supports day-to-day office administrative tasks in addition to reception duties. The Office Administrator is the first point of contact for clients, vendors, and visitors. This role is essential in creating a welcoming and professional environment while supporting the daily operations of the financial advisory office.

This is an on-site position (Monday-Friday; regular business hours; 40 hours per week). In the spirit of pay transparency, we are excited to share the pay range for this position is $22.00/hr to $24.00/hr exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Office Administration

• Greet clients and visitors warmly and professionally, ensuring a positive first impression
• Answer and direct incoming phone calls promptly and courteously
• Manage the office calendar, including client appointments and internal meetings
• Support advisors and staff with administrative tasks such as data entry, filing, and scanning
• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
• Maintain and order office supplies
• Prepare and maintain beverage stations and obtain beverages for clients
• Record and process all incoming checks
• Maintain multifunction printers; coordinate repairs when necessary
• General office maintenance including but not limited to filing, shredding, and scanning paperwork
  
  

Service Coordination

• Point of contact with building management for facility repairs and building access
• Coordinate with outside vendors
  
  

Project Assistance

• Under the direction of your manager, assist with various office projects as requested
• Provide support for marketing events by coordinating event space, catering, and set up
• Help facilitate corporate program rollouts, including but not limited to technology, operations & compliance, marketing, finance and Human Resources
• Support Advisor Services in coordination and execution of corporate and regional office activities and initiatives
• Assist with new hire computer setup, as needed
  
  

Education/Qualifications

• HS Diploma/2-year degree (or equivalent experience)
• Previous receptionist/office experience preferred
• Friendly, outgoing, and positive attitude
• Professional appearance, voice, and interaction with clients
• Ability to prioritize workflow and projects; work in a deadline environment and be flexible
• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
• Detail oriented, highly organized, and adaptable
• Proficient with Microsoft Office Suite or related software
• Knowledge of business office procedures
• Organized and able to prioritize work
• Familiarity with Salesforce and Workday is a plus
  
  

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42,500.00 to $63,750.00. However, the pay rate range bolded above ($22.00/hr to $24.00/hr) is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
  
  

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.