Administrative Assistant

Description

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Orgel Wealth Management is seeking an Administrative Assistant who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to effectively communicate and solve problems in a variety of circumstances.

The Administrative Assistant plays a central role in the day-to-day success of the Onalaska office. This position provides administrative support to the Market Lead and Relationship Managers, coordinates office operations, and helps create a welcoming and professional experience for clients and visitors.

The Administrative Assistant is responsible for coordinating office operations, managing front-of-house activities, preparing meeting logistics, maintaining organized records, and supporting the day-to-day needs of the office. Success in this role requires strong organizational skills, attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining professionalism and confidentiality.

• Provide administrative support to the Market Lead and Onalaska Relationship Managers.
• Prepare correspondence, reports, meeting materials, and other business documents.
• Coordinate calendars, meetings, and scheduling requests as directed.
• Assist with travel arrangements and itinerary preparation.
• Maintain organized electronic and physical records in accordance with firm policies and procedures.
• Process expense reports and administrative documentation.
• Support special projects and office initiatives as assigned.
• Prioritize competing requests and ensure work is completed accurately and on time.

• Serve as the first point of contact for clients and visitors entering the office.
• Greet clients and guests in a warm, professional, and welcoming manner.
• Offer refreshments and ensure guests are comfortably accommodated prior to meetings.
• Answer and route incoming telephone calls professionally and accurately.
• Maintain conference room schedules and support meeting room readiness.
• Prepare and reset conference rooms before and after meetings.
• Monitor and maintain client-facing spaces, including reception areas, conference rooms, and refreshment stations.
• Conduct routine walkthroughs to ensure the office consistently reflects firm standards.

• Coordinate incoming and outgoing mail, shipping, and deliveries.
• Manage office supply inventory and ordering.
• Coordinate facility maintenance requests and vendor interactions.
• Support office equipment management and troubleshooting coordination.
• Assist with check deposits, document processing, scanning, filing, and record management.
• Support office organization and operational efficiency initiatives.
• Perform occasional errands and administrative tasks as needed.

The Administrative Assistant must be able to:

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to proactively establish ambitious goals for quality and timeliness
• Leverage technology, including the Microsoft Office Suite, Practifi, Zoom, Tamarac, and other software applications as necessary

• High school diploma
• Minimum 3 years of experience in administrative support, office administration, hospitality, or a related field.

• Associate or Bachelor’s degree
• Experience supporting business leaders or…