Office Assistant & Client Services Coordinator
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant, Clerical -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Admin Assistant, Clerical
Shoreline Group in Wisconsin is seeking an Office Assistant to support client service, manage calls, greet visitors, and keep mail and files organized in a busy financial services office.
You will assist Financial Advisors, coordinate meetings and calendars, update Salesforce, and help with marketing, events, and client communications. Training and licensing support are provided to grow with the role.
We invite applications for the Office Assistant & Client Services Coordinator position located in Burlington, WI, United States.
Learn more about the Office Assistant & Client Services Coordinator role in the description above.
We appreciate your interest in this position.
Join SCOTT HERRMANN SHORELINE GROUP and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Office Assistant & Client Services Coordinator role at SCOTT HERRMANN SHORELINE GROUP, based in Burlington, WI, United States.
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