Administrative Assistant

Mequon, WI

Posted: 04/19/2024 Employment Type: Direct Hire Industry: Finance

Job Description

  • Administrative – Assist with written communication and correspondence support to advisors at the firm including sales documents, client reviews, and marketing/education collateral
  • Customer Service – Welcome clients to office, attend networking and community development events, follow up on customer inquiries
  • Sales Support – Review calendars to create appointments, manage files and databases containing customer lists and sales leads

Job Requirements

  • Bachelor’s preferred
  • Customer service and/or administrative background
  • Proficient in MS Office, particularly Excel & PowerPoint
  • Familiarity with content management systems and CRM tools
  • Experience in wealth management or financial advisory preferred, not required

Additional Information

Why You Want to Work Here:


  • Local Milwaukee firm where you can work directly with executives and have your voice heard
  • Perennially picked as one of Wisconsin’s top work places
  • Work-life balance – create a schedule that works for you!




Steven Winker, CPC | Senior Employment Consultant

262-707-2406 |

Meet Your Recruiter

Steven Winker, CPC
Senior Employment Consultant

Steven is a graduate from UW-Oshkosh and has been with AllianceStaff since 2018, and in the recruiting industry since 2015 . He’s CPC certified and specializes in Supply Chain, Operations, & Logistics. He prides himself on building relationships with local companies and candidates. His primary goal is to help ensure future employees are excited and motivated in their new career opportunity, and that employers can feel confident and assured that their new hire will help move the company forward.

During Steven’s free time, you can find him with his family, probably at a Bucks or Brewers game, or watching/playing soccer. His golf game could use some work, and his wife says he should probably spend less time trying to fix it…    

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About Mequon, WI

Ready to take the next step in your career? Explore our job opportunities in the vibrant area around Mequon, Wisconsin! Known for its picturesque landscapes, charming small-town feel, and proximity to Lake Michigan, Mequon offers a perfect blend of city convenience and natural beauty. With top-notch schools, thriving businesses, and a close-knit community, Mequon provides a welcoming environment for professionals looking to grow and succeed. Discover the quaint shops and delicious farm-to-table cuisine in the historic downtown district, or catch a show at the intimate North Shore Performing Arts Center. Home to the popular Virmond Park and the stunning views at Lion’s Den Gorge Nature Preserve, Mequon is the ideal place to live, work, and play. Take the first step towards an exciting career in Mequon – check out our job listings today!