Beloit, WI | Full-Time
We help individuals and families align their money, business, and life goals through thoughtful financial planning, investments, and insurance strategies. Our team is committed to building long-term relationships grounded in trust, accuracy, and exceptional service.
We are looking for an
Administrative Assistant who thrives in a structured, client-focused environment and plays a key role in supporting both our team and our clients’ financial journeys.
As an
Administrative Assistant, with time, training, and experience, you will become an essential part of our office operations—supporting client relationships, coordinating financial planning processes, and helping ensure our client-centered services run smoothly behind the scenes.
This is a great opportunity for someone who is well-organized, detail-oriented, and interested in growing within the comprehensive financial services industry.
Client Experience & Support
- Assist with client contact (in person, phone, and email)
- Assist with onboarding new clients and maintaining accurate records in CRM systems (Salesforce and Outlook)
- Support preparation for client meetings, including gathering financial data and materials
- Follow up on pending business, service requests, and client communications
- Assist with office calendar, scheduling, and daily administrative workflow
- Maintain organized client files (digital and physical) and process new/closed accounts
- Be able to handle incoming/outgoing mail and office coordination tasks
- Support team members with administrative projects and operational needs
This is a full-time, on -site, salaried role in Beloit, WI. Salary $40-60k, depending on experience. Benefits include medical, dental, vision, 401k and holiday/vacation time.
Please apply online or contact Rachel with any questions at
