Job Title: Administrative Assistant (Financial Services)
Location: Madison, WI (Onsite)
Compensation: $20\.00 – $25\.00 (hourly rate) \+ Performance Based Bonus
Status: Full\-Time, Monday – Friday
*WestPoint Financial Group is assisting with sourcing for this role and is not the employer. You will be employed directly by the advisor team.*
Our Team Structure
While WestPoint Financial Group is a large, prestigious firm with deep resources, this role is specifically dedicated to supporting one internal team of three Financial Advisors. You will not be a "floater" in a massive corporate pool; instead, you will be the backbone of our specific practice. This offers the best of both worlds: the stability and branding of a large firm with the close\-knit, collaborative "small office" culture of our team.
Role Overview
We are looking for a sharp, detail\-oriented Administrative Assistant to manage our daily operations. You will be the primary engine behind our client service, handling everything from scheduling and client outreach to the precise processing of financial applications.
We view this as a long\-term partnership. While the starting range is $20–$25/hour, we are committed to rewarding excellence with performance\-based raises as you master our systems and increase the team's efficiency.
Primary Responsibilities
* Application Processing: Prepare, submit, and track investment and insurance applications; ensure all documentation is "In Good Order" to avoid processing delays.
* Client Communication: Serve as the first point of contact for our team; handle phone calls and emails with a high degree of professionalism and warmth.
* Workflow Coordination: Manage calendars for three advisors, schedule client reviews, and prepare necessary documents for upcoming meetings.
* Record Maintenance: Maintain and update client files within our CRM (database) to ensure compliance and data accuracy.
* Operations: Facilitate fund transfers, distributions, and account maintenance once trained on our secure platforms.
Compensation \& Benefits
We believe in taking care of our team members so they can take care of our clients. This position includes a benefits package:
* Competitive Hourly Pay: $20–$25/hour with clear pathways for raises.
* Personal Financial Advising.
* Work\-Life Balance: Generous Paid Time Off (PTO) package.
Qualifications
* The "Eagle Eye": High level of accuracy in data entry and paperwork. You are the final line of defense against errors.
* Reliability: You are the person the team counts on to keep the office running smoothly.
* Professional Presence: Excellent verbal and written communication skills suitable for a high\-end financial environment.
* Technical Aptitude: Proficiency in Microsoft Office (Excel, Outlook, Word). Ability to learn proprietary financial software quickly.
Equal Employment Opportunity
WPFG is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable laws.