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Office Administrator - Located At The Pfister
Company | Annex Wealth Management |
Address | Milwaukee, WI, United States |
Employment type | FULL_TIME |
Salary | |
Category | Investment Management |
Expires | 2023-08-15 |
Posted at | 9 months ago |
Description:
Due to internal promotions – this position is open again!
Covered Parking at the Pfister is included.
Annex Wealth Management is a 5-time Best Places to Work Milwaukee Journal sentinel recipient. Join our team to find out why!
We are an elite, 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 our YouTube Channel and on Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
Office Administrator – Located at the Pfister
The Office Administrator directs and assists clients as they come into the office. This role also has a hand in the day-to-day operations and responsible for the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner.
Your Role
In return for your talent, time and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, vacations, and a 401(k) plan.
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.
PI225224363
Due to internal promotions – this position is open again!
Covered Parking at the Pfister is included.
Annex Wealth Management is a 5-time Best Places to Work Milwaukee Journal sentinel recipient. Join our team to find out why!
We are an elite, 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 our YouTube Channel and on Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
Office Administrator – Located at the Pfister
The Office Administrator directs and assists clients as they come into the office. This role also has a hand in the day-to-day operations and responsible for the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner.
Your Role
- Supervise the maintenance of office areas, equipment, and facilities
- Manage the reception area and staff to ensure effective communication both internally and externally
- Interact with IT, phone and building personnel as needed
- Provide office guests with a hospitable experience
- Assist with additional company projects
- Ability to multi-task, organize, and prioritize work
- Proficiency in Microsoft Office suite
- 1-3 years' experience in an office administrator role
- Must be highly organized and self-motivated with a sense of urgency
- Must have superior communication skills, both written and verbal
- Excellent written and verbal communication skills
In return for your talent, time and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, vacations, and a 401(k) plan.
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.
PI225224363
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