Office Administrator at Wealth Enhancement Group

About Wealth EnhancementWealth 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 80000 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 .Our Appleton 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. Were big on open conversations so lets have one.Primary Job FunctionsOffice AdministrationGreet clients and visitors warmly and professionally ensuring a positive first impressionAnswer and direct incoming phone calls promptly and courteouslyManage the office calendar including client appointments and internal meetingsSupport advisors and staff with administrative tasks such as data entry filing and scanningManage incoming and outgoing USPS FedEx and UPS mail deliveriesMaintain and order office suppliesPrepare and maintain beverage stations and obtain beverages for clientsRecord and process all incoming checksMaintain multifunction printers; coordinate repairs when necessaryGeneral office maintenance including but not limited to filing shredding and scanning paperworkService CoordinationPoint of contact with building management for facility repairs and building accessCoordinate with outside vendorsProject AssistanceUnder the direction of your manager assist with various office projects as requestedProvide support for marketing events by coordinating event space catering and set upHelp facilitate corporate program rollouts including but not limited to technology operations & compliance marketing finance and Human ResourcesSupport Advisor Services in coordination and execution of corporate and regional office activities and initiativesAssist with new hire computer setup as neededEducation/QualificationsHS Diploma/2-year degree (or equivalent experience)Previous receptionist/office experience preferredFriendly outgoing and positive attitudeProfessional appearance voice and interaction with clientsAbility to prioritize workflow and projects; work in a deadline environment and be flexibleWell-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organizationDetail oriented highly organized and adaptableProficient with Microsoft Office Suite or related softwareKnowledge of business office proceduresOrganized and able to prioritize workFamiliarity with Salesforce and Workday is a plusWEG 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 $42500.00 to $63750.00. 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.IND123#LI-ONSITE#LI-AP1 Comprehensive Benefits OfferingsOur 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 developmentMedical 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 expensesLife and AD&D insurance employer paid and voluntary optionsShort-term and long-term disability workers compensation employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits including pet insurance18 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 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: LinkOSHA 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.Required Experience:Unclear Seniority Key Skills Office Manager Experience,Microsoft Office,Data Entry,Microsoft Outlook,Microsoft Word,QuickBooks,Office Experience,Microsoft Excel,Filing,Administrative Experience,Microsoft Outlook Calendar,Bookkeeping Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 42500 - 63750