Office Administrator

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Delafield (Lake Country) branch!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven‑time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

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 You Tube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.

• 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
• Willingness to cover at our Headquarters as needed!

• Proven Experience: 1+ years of office administration or office coordinator experience
• Education: Associate or bachelor's degree
• Industry Exposure: Experience working in a fast paced, team environment
• Communication
  
  Skills:
  
  Strong verbal and written communication for interacting with colleagues, clients, and vendors
• Organizational
  
  Skills:
  
  Ability to manage files, schedules, and tasks efficiently
• Time Management: Prioritizing tasks and managing time effectively to meet deadlines
• 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

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:

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan:
  Build your future with our 401(k) plan and employer contribution
• Company Events:
  We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours

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.