Office Administrator Secretary

About the role

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.

This highly client-facing position is the first point of contact for clients. Professionalism, warmth, sincerity, clear communication, and disciplined, accurate management of administrative responsibilities are essential.

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 and outgoing mail, scanning, and digital filing.
• Support advisors with administrative tasks, follow-ups, and client communications.
• Maintain office supplies, coordinate vendors, and support general office upkeep.
• Uphold confidentiality and handle sensitive financial information with care.

Requirements

• 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.

How to apply

Apply directly on CazVid.

Key facts

• The role supports daily operations at a boutique investment and advisory office.
• Responsibilities include greeting clients, scheduling appointments, and organizing client documentation.
• The ideal candidate is organized, reliable, detail-oriented, and comfortable engaging with clients.

Estimated salary

Estimated salary for administrative assistant in United States: USD 3,150 - 4,400 per month, based on 171 CazVid job posts that state their pay. This is an estimate, not the salary offered.