Once you apply for this position, please complete our official job questionnaire. We use these questions to get to know you better and review your application faster. Please copy and paste the link below into your web browser to get started:
https://form.jotform.com/261465920779065
Full-Time | Neenah, WI
We are a small financial office with a team of three advisors looking to add a full-time Administrative Coordinator to support daily operations and help ensure client work is handled accurately and efficiently from start to finish.
This is a long-term opportunity for someone who is organized, reliable, and takes ownership of their work.
Key Responsibilities:
- Communicate with clients via phone and email
- Prepare and submit client paperwork and account forms
- Track applications, transfers, and requests from start to finish
- Follow up independently on missing or incomplete items
- Ensure work is fully processed and nothing falls through the cracks
- Log client communication and track work
- Maintain organized and accurate records
What We’re Looking For:
- Strong attention to detail and accuracy
- Organized and able to manage multiple tasks
- Self-motivated and follows up without being asked
- Reliable, patient, and consistent in their work
- Comfortable working both independently and as part of a small team
- Not afraid to ask questions when something is unclear
Experience in an office or administrative role is preferred.
Familiarity with Salesforce is highly beneficial (used daily), but we are happy to train the right candidate.
Work Environment:
You will be working alongside another full-time administrative team member, sharing responsibilities and working closely together to keep everything running smoothly.
What We Offer:
- Flexible, family-friendly environment
- SIMPLE IRA with employer matching
- Paid major holidays (office is closed)
- 2 weeks PTO after 1 year
Pay:
- $18.50 – $20.50 per hour, based on experience
- Pay increase opportunity after 90-day review
Once you apply for this position, please complete our official job questionnaire. We use these questions to get to know you better and review your application faster. Please copy and paste the link below into your web browser to get started:
https://form.jotform.com/261465920779065
Pay: $18.50 - $20.50 per hour
Work Location: In person
