Administrative Assistant

Company Description

Exemplar Financial Network is dedicated to empowering employees through collaboration and shared expertise. The company focuses on building strong relationships, sharing best practices, and increasing efficiency to help clients achieve their goals. As partners of LPL Financial, a registered investment advisor and member of FINRA/SIPC, Exemplar offers trusted securities and advisory services. Our network thrives on innovation, knowledge-sharing, and a commitment to generating success through collaboration.

Role Description

We are seeking a highly organized and proactive Administrative Assistant for a full-time on-site position in Walworth, WI. This role involves supporting daily administrative operations, managing clerical tasks, handling phone communications, scheduling appointments, and assisting with executive administrative responsibilities. The successful candidate will play a key role in maintaining a smooth and efficient office environment, supporting both internal operations and client interactions.

Qualifications

• Proficiency in Administrative Assistance and Clerical Skills, including managing schedules, organizing documentation, and supporting daily office operations
• Strong capabilities in Phone Etiquette and Communication for professional interactions with clients and team members
• Experience providing administrative assistance to supporting senior-level staff and advisors.
• Excellent organizational and multitasking skills, with keen attention to detail
• Ability to maintain confidentiality and handle sensitive information with discretion
• Proficient in using office software and tools (e.g., Microsoft Office Suite)
• Previous administrative or executive assistance experience preferred
• Associate's degree or equivalent work experience in a relevant field is a plus