Administrative Assistant - Front of House

Orgel Wealth Management, LLC•Altoona, WI

2d•Onsite

About The Position

The Administrative Assistant (Front of House) creates an exceptional client experience from the moment a guest arrives. This role is the first point of contact for clients and visitors, providing a warm, professional welcome through greeting guests, answering incoming calls, and delivering attentive hospitality. The Administrative Assistant ensures every meeting runs seamlessly by preparing and resetting conference rooms, maintaining front-of-house standards, and conducting daily walkthroughs to uphold facility and hospitality excellence. Beyond the client-facing experience, this role provides vital administrative support to the Operations, Client Service, and Executive Assistant teams. By keeping the office organized and running smoothly with meticulous attention to detail, the Administrative Assistant helps ensure that both clients and internal teams are supported at the highest level.

Requirements

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 office administration, client services, or hospitality

Nice To Haves

Associate or Bachelor’s degree in business administration or hospitality
Experience in the financial industry

Responsibilities

Conduct a daily walkthrough of all Front of House spaces - including parking areas, waiting rooms, client restrooms, and conference rooms - to ensure a pristine, welcoming environment that reflects Orgel’s standards.
Monitor and maintain refreshment offerings throughout the day to provide a consistent, high-quality client experience.
Welcome clients warmly and professionally, greeting them by name, offering refreshments, and escorting them to seating areas ahead of meeting start times.
Ensure punctual start times and provide attentive refreshment service during meetings.
Answer incoming calls with professionalism and accuracy, routing them appropriately to support a smooth client experience.
Uphold the overall atmosphere of the Front of House by managing noise levels, safeguarding client confidentiality, and ensuring deliveries are discreetly routed through side entrances.
Manage conference room calendars to prioritize client needs and avoid scheduling conflicts.
Verify that all meeting materials are prepared in advance of meeting start times
Provide administrative support with check deposits, incoming documents, correspondence, filing, copying, and processing expense reports.
Assist with building maintenance coordination, mail handling, shipping, supply management, office equipment, and occasional errands.