Top 3 Financial advisor assistant Jobs in Fond Du Lac, Wi

Administrative Assistant
Thrivent —Oshkosh, WI
- $18 an hour
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Paid holidays
- 401(k)
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Director - Accounting & Controller
Society Insurance Company —Fond du Lac, WI
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Profit sharing
- Paid holidays
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Administrative Assistant

Thrivent -
Oshkosh, WI

Quick Apply

Job Details

Full-time
$18 an hour

Benefits

Paid holidays
401(k) 3% Match
401(k)
Paid time off
Parental leave

Qualifications

Confidential information handling
Cross-functional collaboration

Full Job Description

Summary

Apex Financial Group is an independent financial services practice of Thrivent, a faith-based, not-for-profit financial services organization serving approximately 2.6 million members. As a Fortune 500 organization and the nation’s largest fraternal benefit society, Thrivent exists to help others achieve financial clarity and live more generous lives.

Apex Financial Group began in 2008 as Thrivent’s West Shore Team in Manitowoc, Wisconsin, and became Apex Financial Group in 2019. Today, Apex has multiple branch locations and a well-rounded team dedicated to serving clients, supporting the community, and helping members navigate their financial futures with care and purpose. Our operations team includes Member Care, Wealth Management, Marketing and Events, and Business Support.

Job Summary
The Administrative Assistant provides front desk and administrative support for Apex Financial Group and plays an important role in creating a professional, welcoming, and organized client experience. This position supports the daily operations of the practice through client communication, scheduling, office coordination, data entry, and administrative project support.

The ideal candidate is friendly, detail-oriented, dependable, and able to manage multiple priorities while maintaining accuracy and confidentiality. This role is well suited for someone who enjoys supporting a team, serving clients, and helping office operations run smoothly. The Administrative Assistant reports to and is employed by Apex Financial Group/Psalm121 LLC.

This is an on-site position in Oshkosh. Working 30-35 hours a week during standard office hours. Compensation is $18/hr. Benefits include: 401(k) with a 3% employer non-elective contribution, Bonuses, Paid time off, Parental leave, flexibility, Paid holidays, Floating holiday, & Paid licensing.

Job Description

Position Roles/Responsibilities/Accountabilities

Greet clients and visitors in a professional and welcoming manner
Answer incoming phone calls and respond to requests for information
Process incoming and outgoing mail and assist with general office correspondence
Maintain office supplies and support the professional appearance of shared office areas
Update CRM and contact management systems with accurate client information and preferences
Input checks received into the blotter and client posting sheets
Prepare routine correspondence, reports, and special projects
Support administrative projects, practice programs, and processing functions as needed
Assist Financial Advisors with preparation and follow-up for client meetings
Schedule client meetings on behalf of the practice’s Financial Advisors to support client-facing activity
Provide backup support for non-licensed tasks as needed
Complete other duties as assigned

Position Qualifications

Strong verbal and written communication skills
Proficiency with Microsoft programs, including Word, Excel, SharePoint, and OneDrive
Ability to maintain confidentiality and handle sensitive information with integrity
Strong problem-solving and organizational skills
Ability to manage multiple priorities while maintaining accuracy and high-quality work
Previous administrative or office support experience preferred

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of Apex Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Quick Apply

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financial advisor assistant jobs in fond du lac, wi

Administrative Assistant

Director - Accounting & Controller

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