ADMINISTRATIVE ASSISTANT

$50k - $60k

SEEK Careers Staffing

West Bend, WI

Job Description

Wealth Management Support Specialist

Location: West Bend (On-Site) Position Type: Full-Time

Our Client's Mission

"To empower our clients to achieve their financial aspirations through strategic wealth management, unwavering integrity, and exceptional, personalized service. We believe in building lasting relationships grounded in trust, transparency, and a commitment to continuous growth."

Position Overview

Are you a highly organized, detail-oriented, and growth-driven Wealth Management Support Specialist ? This role is central to the daily operations of the firm, ensuring that clients receive proactive, top-tier service while keeping advisors prepared and workflows moving seamlessly from start to finish.

The ideal candidate is a tech-savvy problem solver who thrives in a fast-paced, hands-on environment. If you are committed to accuracy, professionalism, and continuous improvement—and are looking for a role where you can truly grow within the financial services industry—this is the perfect opportunity.

Hours: M-Th 7:30-4:00, F 7:30-3pm

Salary: $50,000-60,000 DOE

Benefits: Paid Time Off, Approximately 13 Paid Holidays, Simple IRA with a 3% match.

Experience & Knowledge:

Prior experience in financial services, wealth management, client service role is strongly preferred.
Proficient in Microsoft
Detail Orientated
Tech-savvy and can quickly learn and adapt to new systems, platforms, and processes.

Skills & Attributes:

Organized
Service-Driven
Problem Solver
Adaptable
Growth-Oriented

Key Responsibilities:

Client Service & Account Management

Work with Clients to Guide them through Online Documents and Processes
Facilitate statements, forms, and rollover documentation
Guide clients through online account access and troubleshooting

Advisor Support & Meeting Coordination

Manage business communications with a Client-First Mindset
Scheduling Appointments and Calendar Organization
Preparation of Documents
Support the Current Staff

Operations & Process Optimization

Maintain organized weekly schedules and spreadsheets.

Apply

Vacancy posted 12 days ago

Similar jobs that could be interesting for youBased on the ADMINISTRATIVE ASSISTANT in West Bend, WI vacancy

Administrative Assistant Manufacturing & Apprenticeship
$25.22 - $29.25 per hour
...to grow and make a meaningful contribution. Position Summary: Moraine Park Technical College is seeking a full-time Administrative Assistant Manufacturing & Apprenticeship on our West Bend Campus. This position will provide administrative assistance and technical...
Suggested
Full time
Temporary work
Apprenticeship
Work experience placement
Summer work
Work at office
Immediate start
Work from home
Monday to Friday
Moraine Park Technical College
West Bend, WI
16 hours ago
Evening & Overnight Key Holder
...oriented service to every customer. Support and supervise store partners, helping maintain productivity and positive morale. Assist with training new partners and reinforcing best practices on the sales floor. Help maintain a clean, organized, and visually appealing...
Suggested
Local area
Flexible hours
Shift work
Night shift
Afternoon shift
Petco Health and Wellness
West Bend, WI
1 day ago
Evening & Overnight Key Holder
...oriented service to every customer. Support and supervise store partners, helping maintain productivity and positive morale. Assist with training new partners and reinforcing best practices on the sales floor. Help maintain a clean, organized, and visually appealing...
Suggested
Local area
Flexible hours
Shift work
Night shift
Afternoon shift
Petco
West Bend, WI
1 day ago
Administrative Assistant
...Job Description Job Description About the Role: As the Administrative Assistant, you will play a vital role in supporting our service teams, technicians, and management by handling various administrative tasks. Your exceptional organizational skills, attention to...
Suggested
Work at office
Albiero Plumbing & HVAC Services LLC
West Bend, WI
9 days ago
Rehab Clerical Aide
$20.8 - $31.2 per hour
...preparation and application of therapeutic modalities, follow through on routine patient exercises or start up on exercise equipment, assisting with crutch walking and gait training. Improves therapist efficiency by starting patient treatments when patients are...
Suggested
Daily paid
Full time
Temporary work
Part time
Work at office
Monday to Friday
Flexible hours
Shift work
131 Aurora Medical Center of Washington County, Inc.
West Bend, WI
2 days ago
Rehab Clerical Aide
...preparation and application of therapeutic modalities, follow through on routine patient exercises or start up on exercise equipment, assisting with crutch walking and gait training. Improves therapist efficiency by starting patient treatments when patients are...
Work at office
Advocate Health
West Bend, WI
2 days ago
Petco - Receiver/Stocker $13-$23/hr
$13 - $23 per hour
Petco Stockers and Receivers are responsible for unloading delivery trucks, organizing inventory in the stockroom, stocking shelves, rotating inventory, building product displays, and keeping storage and sales floors organized. Overnight stockers focus on replenishing inventory...
Hourly pay
Full time
Night shift
Petco
West Bend, WI
1 day ago
Lowe's - Receiver/Stocker $15-$21/hr
$15 - $21 per hour
Lowe’s is seeking Receivers / Stockers to support store operations by unloading deliveries, organizing inventory, stocking shelves, and preparing merchandise for the sales floor. Receivers and Stockers are responsible for unloading trucks, checking in shipments, organizing...
Hourly pay
Full time
Part time
Shift work
Night shift
Lowe's
West Bend, WI
3 days ago
Health & Beauty TA
...other departments Pack ready-to-sell products in proper containers and stock displays Prepare and serve ready-to-eat food Assist customers in ordering cakes, fulfilling deli orders, or finding the right produce Keep area clean, sanitized, and customer-ready...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Seasonal work
Shift work
Walmart
West Bend, WI
5 days ago
Assistant Manager
...Management Leadership Training, mentorship, and support from our Panda community that cares about your success. What You'll Do As An Assistant Manager You are in charge of assisting the operation of a single store. This includes, but is not limited to, hiring, managing and...
Full time
Temporary work
Local area
Flexible hours
Panda Restaurant Group
West Bend, WI
1 day ago
Receptionist - Part-Time - Urgently Hiring!
$14 per hour
...situations or unusual matters of significance coming to his/her attention so prompt action can be taken. Assist with accounting duties as assigned by Property Administrator. Dress in a professional manner and wear name tag. As a receptionist, always maintain a...
Hourly pay
Part time
Work at office
Local area
Immediate start
Weekend work
Common Sail Investment Group
West Bend, WI
4 days ago
Produce Clerk
...experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the department and monitor all established quality...
Seasonal work
Day shift
Kroger
West Bend, WI
4 days ago
ASSISTANT GENERAL MANAGER
...Assistant General ManagerPizza Ranch® Inc., started as a single location in Hull, Iowa in 1981. Pizza Ranch is in the category of a fast-casual restaurant. Our unique concepts specialize in pizza, chicken, salad and dessert buffet, as well as delivery and take out. Our...
Casual work
Pizza Ranch
West Bend, WI
3 days ago
Assistant General Manager
At Taco Bell, we're hungry for Mas. Mas Heart, Mas Flavor and Mas Value. If you want Mas in your life read on! Do you know how to inspire and engage? Do you make others smile easily? When you say thank you do you mean it? Are you a foodie? Do you know what it takes to ...
Taco Bell
West Bend, WI
1 day ago
assistant general manager
...Assistant General ManagerAs an Assistant General Manager at Team Lyders, you'll support daily operations, develop team members, manage financials, and ensure your store's culture, safety, and success. This role prepares you for General Manager responsibilities while driving...
Shift work
Afternoon shift
Taco Bell
West Bend, WI
2 days ago
Assistant General Manager
...Assistant General ManagerDo you love fresh, delicious food, have great people skills, and have a passion for providing outstanding customer service? If you answered yes, QDOBA Mexican Eats is looking for you! We are hiring a full-time Assistant General Manager to join...
Full time
Flexible hours
Qdoba
West Bend, WI
3 days ago
Automotive Assistant & Service Managers
...Job Description Job Description Mavis Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at Discount Prices! We're looking for full-time Automotive Assistant and Service Managers to...
Weekly pay
Full time
Immediate start
Mavis Tire Supply
West Bend, WI
5 days ago
Member Service Representative/ Teller - West Bend
$19.15 - $21.4 per hour
...provide personalized service will help you make a smooth transition into financial services.You'll handle daily banking transactions, assist with member account inquiries, provide guidance on digital banking options, and help members discover services that fit their needs...
Hourly pay
Full time
Visa sponsorship
Kohler Credit Union
West Bend, WI
2 days ago
CVS Health - Retail Store Associate - Apply Now
$14 - $18 per hour
...CVS Health is seeking Retail Store Associates to assist customers, operate cash registers, and support daily retail store operations. Retail Store Associates are responsible for greeting customers, processing transactions, handling cash and card payments, assisting customers...
Hourly pay
Full time
Part time
Shift work
Night shift
Weekend work
CVS Corporation
West Bend, WI
3 days ago
Teller/Client Service Rep
$19.15 - $21.4 per hour
...and relationship-building skills you've developed in these industries can translate directly into success in retail banking. You'll assist members with financial transactions, answer account questions, introduce digital banking tools, and connect members with financial...
Hourly pay
Full time
Visa sponsorship
Kohler Credit Union
West Bend, WI
5 days ago
Convenience Store Team Member
.... The position is responsible for the sale of fuel and other store merchandise, processing transactions at the point of sale, and assisting in the overall operations at the Convenience Store. Job duties: Provide customers with a quick and efficient check-out experience...
Local area
Flexible hours
Night shift
Fleet Farm
West Bend, WI
1 day ago
1st Shift Receiving Clerk (West Bend)
...designated area, using forklift, hand truck, electric dolly or other device Will operate industrial truck or electric hoist to assist in loading or moving materials and products Required to fill out a daily inspection before starting up the forklift Assists with...
Monday to Friday
Shift work
Day shift
Early shift
MTLCraft
West Bend, WI
4 days ago
GROCERY/CLERK
...experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the department, and monitor all established quality...
Seasonal work
Kroger
West Bend, WI
4 days ago
Grocery Clerk
...experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the department and monitor all established quality...
Seasonal work
Kroger
West Bend, WI
1 day ago
Online Grocery Pick-Up Clerk
...store Pick-Up supervisor or other store management of items in need of repair Perform required opening and closing procedures Assist in training new e-Commerce team members Meet/exceed productivity standards Ability to work cooperatively in high paced and...
Local area
Fry's Food Stores
West Bend, WI
1 day ago
CHEESE SHOP/LEAD CLERK
Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist manage in achieving sales and profit goals established for the Cheese departmen
Kroger
West Bend, WI
1 day ago
Merchandise and Stocking Associate - Sam's Club $16-$21/hr
$16 - $21 per hour
Sam’s Club is seeking Merchandise and Stocking Associates to assist with stocking shelves, organizing merchandise, and supporting daily warehouse club operations. Associates are responsible for unloading deliveries, moving merchandise onto the sales floor, stocking shelves...
Hourly pay
Full time
Part time
Shift work
Night shift
Sam's Club
West Bend, WI
1 day ago
FRONT END/COURTESY CLERK
...company's core values of respect, honesty, integrity, diversity, inclusion, and safety. Responsibilities Greet, engage, and assist customers. Process customer transactions through the check lane quickly, accurately, and efficiently. Understand the Point of...
Seasonal work
Local area
Kroger
West Bend, WI
2 days ago
FRONT END/COURTESY CLERK
...Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety.ResponsibilitiesGreet, engage, and assist customers.Process customer transactions through the check lane quickly, accurately, and efficiently.Understand the Point of Sale (...
Seasonal work
Local area
Kroger
West Bend, WI
2 days ago
PRODUCE/LEAD CLERK
...stocking conditions; note any discrepancies in inventory. Help to ensure price integrity including shelf tags and promotional signs. Assist in the inventory process. Ensure proper temperatures in cases and coolers are maintained and temperature logs are maintained....
Seasonal work
Local area
Pick N Save
West Bend, WI
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to ADMINISTRATIVE ASSISTANT. Be the first to apply!