Top 81 Office assistant Jobs in Appleton, Wi

Administrative Assistant
Dreyer Wealth Management, LLC —Appleton, WI
- $18 - $20 an hour
- Full-time
- Background check
- Google Workspace
- Office
- Paid holidays
- Disability insurance
Quick Apply
8d
Part-time Office Assistant
Lamers Dairy, Inc. —Appleton, WI
- From $20 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- 401(k)
- Paid time off
Quick Apply
Office Operations Assistant Family Practice
Ascension —Appleton, WI
- Full-time
- High school diploma or GED
- Clinic
- 1 year
- Disability insurance
- Health insurance
6d
Office Assistant - Aging and Long-Term Support Division
Outagamie County —Appleton, WI
- $21.15 - $22.43 an hour
- Full-time
- Word processing
- Basic math
- English
- Health savings account
- Disability insurance
Administrative Assistant
Appleton Area School District —Appleton, WI
- From $21.60 an hour
- Full-time
- Customer service
- High school diploma or GED
- Typing
- Health savings account
- Health insurance
Quick Apply
Office Assistant/Receptionist
Shopko Optical —Appleton, WI
- Weekends as needed
- Computer literacy
- High school diploma or GED
- Travel
- Health insurance
- On-the-job training
Quick Apply
Office Assistant
A-mazing Events —Kimberly, WI
- $15 - $19 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
6d
Administrative Assistant II
Lawrence University —Appleton, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
6d
Administrative Assistant
Faith Technologies Inc. —Menasha, WI
- Overtime
- Microsoft Outlook
- Pass drug screening
- Office
3d
Veterinary Receptionist
Countryside Veterinary Health —Appleton, WI
- $16 - $20 an hour
- Weekends as needed
- Organizational skills
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
13d
Receptionist/Clerical Assistant
N & M Transfer Co., Inc. —Neenah, WI
- From $16.50 an hour
- Online Application
- In person
- Computer literacy
- Office
- Math
- Paid holidays
- Disability insurance
7d
Financial Services Administrative Assistant
Legacy Investment Services —Appleton, WI
- $20 - $35 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Administrative Assistant
Go Fast Manufacturing —New London, WI
- $20 - $25 an hour
- Office
- Administrative experience
- Data entry
- Paid time off
- 401(k) matching
Quick Apply
Maintenance Administrative Assistant
Air Wisconsin Airlines —Appleton, WI
- $47,000 - $52,000 a year
- English
- Mid-level
- Office
Quick Apply
7d
Clinic Office Administrator
Bionic Prosthetics and Orthotics —Appleton, WI
- $16 - $17 an hour
- Full-time
- Medical office experience
- High school diploma or GED
- Clinic
- Health insurance
- Dental insurance
Quick Apply
2d
Receptionist (part-time)
Appleton Highland Memorial Park —Appleton, WI
- Part-time
- Serving
- Word processing
- Office
Quick Apply
2d
Receptionist
Oak Park Place —Menasha, WI
- $16.00 - $18.50 an hour
- Part-time
- Microsoft Word
- Office
- High school diploma or GED
- AD&D insurance
- Disability insurance
Quick Apply
Executive Assistant
ThedaCare —Neenah, WI
- Full-time
- 18 years or older
- Hospital
- Computer literacy
2d
Office Management Assistant
D & D Excavation and Landscape Service,Inc. —Appleton, WI
- $18 - $20 an hour
- Part-time
- Google Workspace
- Microsoft Access
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
13d
Receptionist
BERGSTROM APPLETON KIA —Appleton, WI
- $15 - $18 an hour
- Part-time
- Dealership
- Data entry
- Cleaning
- Wellness program
- Paid holidays
Quick Apply
8d

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Administrative Assistant

Dreyer Wealth Management, LLC
Appleton, WI

Quick Apply

Job Details

Full-time
$18 - $20 an hour
8 days ago

Benefits

Paid holidays
Disability insurance
Paid time off
Employee discount
Retirement plan

Qualifications

Computer operation
Google Workspace
High school diploma or GED
Attention to detail
Organizational skills
Client email correspondence
Office phone management
Client interaction via phone calls

Full Job Description

Dreyer Wealth Management: Administrative Assistant / Client Service Associate

In Person: 331 E Washington St, Appleton, WI 54911

Pay: $18.00 - $20.00 per hour

About Us

Dreyer Wealth Management is a client-focused financial advisory firm dedicated to helping individuals and families make confident financial decisions through thoughtful financial planning and investment management. We believe the best financial advice starts with strong relationships, clear communication, and a genuine commitment to doing what's right for our clients.

Our team takes pride in doing great work, following through on the details, holding themselves accountable, and raising the bar for the service we provide. We also believe a strong team culture matters. We celebrate progress, support one another's growth, and make room for a little fun along the way!

As we continue to grow, we're looking for an Administrative Assistant / Client Service Associate who finds genuine satisfaction in doing process-driven work with care and consistency - someone who takes pride in the behind-the-scenes work that makes every client interaction run smoothly.

What You'll Do

As an Administrative Assistant / Client Service Associate, you'll play a hands-on role across the full client service workflow, from preparing for meetings to seeing follow-up tasks through to completion. No two days are exactly alike, but the common thread is doing detail-oriented work that directly supports the client experience.

Pull and organize relevant account information to create accurate reports ahead of each meeting
Greet clients and ensure the office and conference rooms are ready for appointments
Complete post-meeting follow-up tasks: opening accounts, processing paperwork, and updating client records in our CRM
Make outbound calls to clients and investment companies to follow up on account requests and paperwork
Assist with client account service requests and documentation
Answer and direct incoming calls from clients and investment companies
Schedule and coordinate meetings
Maintain accurate, organized client records in digital files
Support operational workflows related to client service and investment accounts
Assist team members with various administrative tasks and projects as needed

Who You Are

The ideal Administrative Assistant is organized, proactive, and enjoys working in a professional, client-focused environment. You're someone who takes pride in accuracy, follows through on the details without being asked, and finds real satisfaction in knowing your work is done right.

Strong attention to detail and organizational skills
Process-oriented - you follow systems consistently and take ownership of your work
Reliable follow-through - you complete what you start and flag issues early
Proficient with computers and modern office technology
Comfortable communicating with clients by phone and email
Strong written and verbal communication skills
Comfortable working at a computer for the majority of the day
Positive, professional attitude with a team-oriented mindset
Genuine interest in building a career in the financial services industry

Previous experience in an administrative, operations, or client service role is a plus.

Experience in financial services is not required, we are happy to teach the right candidate!

Why Join Us

We believe great teams build great businesses, and we take pride in creating a supportive workplace where people can grow.

Retirement plan with employer match
Generous paid time off (PTO) and paid holidays
Employer-paid short-term disability insurance
Quarterly team-building events and outings
Bonuses based on company performance and profitability
Work-life balance: no nights or weekends
Paid half-day Fridays in the summer

Background Requirements

Final candidates must complete and pass a FINRA background check and fingerprinting.

Additional Details

Start Date: Targeting a mid-August to early September start, with flexibility for the right candidate.

Schedule: Monday - Friday, 40 hours/week, 8:00 AM - 4:30 PM (Friday’s 8:00 AM - 12:00 PM Memorial day to Labor day)

Location: In-person only - 331 E Washington St, Appleton, WI 54911

If you're detail-driven, client-focused, and interested in building a career in financial services, we'd love to hear from you!

Pay: $18.00 - $20.00 per hour

Benefits:

Employee discount
Paid time off
Retirement plan

Application Question(s):

Are you willing to undergo a background check, in accordance with local law/regulations?

Work Location: In person

Quick Apply

Refine Your Search

office assistant jobs in appleton, wi

Administrative Assistant

Part-time Office Assistant

Office Operations Assistant Family Practice

Office Assistant - Aging and Long-Term Support Division

Administrative Assistant

Office Assistant/Receptionist

Office Assistant

Administrative Assistant II

Administrative Assistant

Veterinary Receptionist

Receptionist/Clerical Assistant

Financial Services Administrative Assistant

Administrative Assistant

Maintenance Administrative Assistant

Clinic Office Administrator

Receptionist (part-time)

Receptionist

Executive Assistant

Office Management Assistant

Receptionist

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