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Office Administrator/ Coordinator

Wealth Management Programs Coordinator

Job in Waunakee, Dane County, Wisconsin, 53597, USA
Listing for: TruStage
Full Time position
Listed on 2026-01-04
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading financial services provider seeks a Financial Coordinator for their Waunakee office. This full-time role involves scheduling appointments, supporting marketing efforts for the Wealth Management Solutions program, and performing administrative tasks. Candidates should have a high school diploma and strong organizational and communication skills.

Experience with Salesforce and Microsoft Office is preferred. The position offers a competitive salary, flexible work options, and numerous benefits to ensure employee well-being.
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