Office Administrator Secretary

Schiel Wealth Management, a boutique investment and advisory office, is seeking a professional, personable, and client‑focused Office Administrator/Secretary to support daily operations and ensure an exceptional client experience.

About the Role
This position is highly client‑facing. You’ll be the first point of contact for clients, so professionalism, warmth, and sincerity are essential. We’re looking for someone who communicates clearly, carries themselves well, and can manage a steady flow of administrative responsibilities with discipline and accuracy.

Key Responsibilities
-Greet clients, manage check‑ins, and maintain a polished front‑office environment

-Answer phones, schedule appointments, and coordinate client meetings

-Prepare and organize client files, forms, and documentation

-Assist with basic compliance tasks and record‑keeping

-Manage incoming/outgoing mail, scanning, and digital filing

-Support advisors with administrative tasks, follow‑ups, and client communications

-Maintain office supplies, vendor coordination, and general office upkeep

-Uphold confidentiality and handle sensitive financial information with care

Ideal Candidate Traits
-Personable, sincere, and comfortable engaging with clients

-Professional appearance and communication style

-Organized, detail‑oriented, and reliable

-Able to manage multiple tasks smoothly

-Comfortable in a financial‑services environment

Please email your resume and cover letter to Chad Schiel at [email protected] to inquire.