Office Administrator na Annex Wealth Management LLC

Description

Office Administrator

The purpose of the Office Administrator is to ensure the smooth and efficient operation of the office environment, providing critical support to both internal teams and external clients. This role serves as a central point of contact, fostering positive communication, proactively resolving issues, and maintaining a high standard of professionalism and organization. By effectively managing administrative tasks and contributing to a collaborative workspace, the Office Administrator directly supports the productivity and positive image of Annex. 

• Schedule: Monday – Friday, 8AM - 5PM 
• Location: Appleton Branch, on-site

What You’ll Do 

• Respectful Communication: Actively listens to client requests, uses professional language, responds promptly and courteously, maintains confidentiality; communicates project updates effectively 
• Problem Solving and Initiative: Identifies, analyzes, and resolves problems efficiently, considers different solutions and implements the best course of action, handles scheduling conflicts or escalated clients, collaborates to overcome project challenges 
• Work Ethic: Demonstrates professionalism, diligence, reliability, punctuality, and organization. Takes responsibility for work quality, maintains professional appearance and meets deadlines consistently 

About Annex Wealth Management

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. 

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. 

Requirements

Preferred Qualifications 

• Proven Experience: 1-3 years of office administration or office coordinator experience 
• Education: Associate or bachelor's degree in related field 
• Industry Exposure: Experience working in a fast paced, team environment 
• Communication Skills: Strong verbal and written communication for interacting with colleagues, clients, and vendors. Asks and accepts feedback; eager to find ways to improve 
• Organizational Skills: Ability to manage files, schedules, and tasks efficiently 
• Time Management: Prioritizing tasks and managing time effectively to meet deadlines. Makes steady progress on tasks, knows when to ask for help 
• Technical Proficiency: Familiarity with office software like Microsoft Office Suite, email systems, and other relevant tools 
• Problem-Solving Skills: Ability to address and resolve issues that arise in the office environment. Working collaboratively with team members to become subject matter experts (SME’s) to support other departments 
• Attention to Detail: Ensuring accuracy in tasks such as data entry, scheduling, and document management 
• Multitasking: Handling multiple tasks simultaneously without compromising quality 
• Adaptability: Being flexible and able to adjust to changing office dynamics and priorities 
• Teamwork: Collaborating effectively with colleagues and contributing to a positive work environment 

What You Can Expect 

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of benefits, opportunities for professional growth and development, summer hours, and eight paid holidays throughout the year. Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future. We are committed to providing an environment where you can thrive and achieve your full potential. 

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.