Administrative Assistant - Altoona

Orgel Wealth Management•Altoona, WI

9d•Onsite

About The Position

Since 1984, Orgel Wealth Management has 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 to provide administrative professional support to our Executive Assistant Team. The Administrative Assistant serves clients in a pleasant manner to enhance the client experience when answering incoming calls and carries out administrative duties such as scanning, filing, binding, dictation, and completes operational requirements as needed. This position is designed as a developmental opportunity for individuals seeking long-term career growth within the firm, with exposure to client service, operations, executive support, and human resources functions.

Requirements

High school diploma
Experience in office administration, client services, or hospitality
Effectively manage competing priorities and changing deadlines with minimal supervision.
Exercise sound judgment when prioritizing work and responding to shifting business needs.
Anticipate needs, identify inefficiencies, and recommend process improvements.
Maintain strict confidentiality and adhere to firm policies and procedures.
Communicate professionally and effectively with clients, employees, and business partners.
Demonstrate integrity, accountability, and a collaborative approach.
Learn and leverage technology, including Microsoft Office, Practifi, Zoom, Tamarac, and other business systems.
Embrace an AI-ready mindset by continuously learning and responsibly utilizing AI-enabled technologies to improve efficiency, enhance decision-making, and increase team effectiveness.

Nice To Haves

Associate or Bachelor’s degree or post-high school education
Experience in the financial industry

Responsibilities

Provide administrative and operational support to the Executive Assistant team and Human Resources Manager.
Assist with document preparation, correspondence, electronic filing, workflow processing, scheduling, travel coordination, and meeting logistics.
Coordinate administrative workload, monitor deadlines, and proactively identify and escalate bottlenecks or competing priorities.
Assist with client-related administrative processes while maintaining the highest standards of accuracy, confidentiality, and professionalism.
Support recruiting, onboarding and offboarding activities, employee communications, events, and maintenance of HR records and systems.
Provide backup Front of House support by assisting with visitor hospitality, office activities, and answer and route incoming calls professionally, all while delivering a polished, client-centered experience.
Evaluate administrative processes and recommend practical improvements that increase efficiency, consistency, and scalability.
Maintain procedures and documentation and leverage technology to improve productivity and reduce manual effort.
Contribute to special projects, firm initiatives, and cross-functional efforts that support organizational growth and operational excellence.