Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. 

Orgel Wealth Management is seeking an Administrative Assistant to provide administrative professional support to our Executive Assistant Team. The Administrative Assistant serves clients in a pleasant manner to enhance the client experience when answering incoming calls and carries out administrative duties such as scanning, filing, binding, dictation, and completes operational requirements as needed.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $9.5 billion in assets under management (as of December 31, 2025).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 10 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations.
• Rapid Growth – Since becoming a Securities and Exchange Commission-registered investment advisor in 2013, we have doubled in size and now employ 89 people in our Wisconsin and Minnesota offices.

Position Summary

The Administrative Assistant provides administrative and operational support to the Executive Assistant team, with primary support responsibilities for senior team members, as well as the Human Resources Manager. This role also provides backup support to Front of House operations as needed.

Success in this position requires strong organizational skills, sound judgment, and the ability to effectively prioritize competing demands in a fast-paced environment. Beyond executing tasks, the Administrative Assistant proactively identifies opportunities to improve processes, streamline workflows, and enhance team efficiency.

This position is designed as a developmental opportunity for individuals seeking long-term career growth within the firm, with exposure to client service, operations, executive support, and human resources functions.

Principal Duties and Responsibilities

• Provide administrative and operational support to the Executive Assistant team and Human Resources Manager.
• Assist with document preparation, correspondence, electronic filing, workflow processing, scheduling, travel coordination, and meeting logistics.
• Coordinate administrative workload, monitor deadlines, and proactively identify and escalate bottlenecks or competing priorities.
• Assist with client-related administrative processes while maintaining the highest standards of accuracy, confidentiality, and professionalism.
• Support recruiting, onboarding and offboarding activities, employee communications, events, and maintenance of HR records and systems.
• Provide backup Front of House support by assisting with visitor hospitality, office activities, and answer and route incoming calls professionally, all while delivering a polished, client-centered experience.
• Evaluate administrative processes and recommend practical improvements that increase efficiency, consistency, and scalability.
• Maintain procedures and documentation and leverage technology to improve productivity and reduce manual effort.
• Contribute to special projects, firm initiatives, and cross-functional efforts that support organizational growth and operational excellence.

Additional Skills Required

The Administrative Assistant must be able to:

• Effectively manage competing priorities and changing deadlines with minimal supervision.
• Exercise sound judgment when prioritizing work and responding to shifting business needs.
• Anticipate needs, identify inefficiencies, and recommend process improvements.
• Maintain strict confidentiality and adhere to firm policies and procedures.
• Communicate professionally and effectively with clients, employees, and business partners.
• Demonstrate integrity, accountability, and a collaborative approach.
• Learn and leverage technology, including Microsoft Office, Practifi, Zoom, Tamarac, and other business systems.
• Embrace an AI-ready mindset by continuously learning and responsibly utilizing AI-enabled technologies to improve efficiency, enhance decision-making, and increase team effectiveness.

Education and Experience Requirements

Required

• High school diploma
• Experience in office administration, client services, or hospitality 

Preferred

• Associate or Bachelor’s degree or post-high school education
• Experience in the financial industry

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.