Office Administrator

Are you:

a “doer” that enjoys supporting people and delivering an excellent experience,

looking for a fulfilling career to grow and bring a positive mindset,

a problem solver that enjoys the challenges of a multi-faceted role,

the office administrator role with BAUS Wealth Management may be the right opportunity for you. As an office administrator you are supporting both clients and the financial professionals. The ideal candidate will exhibit high standards, excellent communication skills, have an ability to take initiative, prioritize daily tasks, and meet tight deadlines in this multi-faceted role. The position requires a wide variety of administrative functions at a high level of performance, accuracy, dependability, confidentiality and a thorough knowledge of the organization, operation of the company, and office routine. Experience with financial AOS(account opening systems), CRM, external software programs is advantageous but not required.

If you think, “That’s not my job” do not apply. This is a team environment; we do what is needed or help find a solution.

Position Schedule: Part-Time - 20 hours per week

908 8th St, Baraboo WI 53913

What characteristics would make you a successful Office Administrator?

· Strong interpersonal, customer service, and communication skills

· Ability to take initiative, and prioritize daily tasks

· Ability to manage multiple priorities in a deadline driven environment

· Strong ability to work independently, using resources to complete responsibilities

· Ability to identify opportunities to create efficiency

· Proficient in current and new office technology, including Microsoft Office suite

· CRM, AOS, and other industry software experience a plus

· Willingness to self-teach and learn how financial services/markets work

· Ability to deepen and broaden relationships with clients and financial professionals

· Demonstrated experience providing customer-driven solutions, support, or service

· Demonstrated experience in an administrative support role.

We’ll give you the support you need. Our team will be there every step of the way, providing:

· Comprehensive training including an experienced peer to help mentor you

· One on one training via phone, video, or in person depending on preferred learning

· You’ll often work independently but will have a team backing you every step of the way

Job Description:

Administrative Assistant Functions (80%)

· Oversee all aspects of the firm via CRM and other systems to ensure, improve, and implement high quality communications and completions of tasks.

· Outbound calls to clients, remote team members, and support staff throughout the day, with accurate recordings into CRM system.

· Run internal morning meetings; communicate overview and details of any upcoming, pending, and completed office items. Ensure they are completed timely and professionally.

· Maintains complete hard copy and electronic filing system for correspondence, minutes, reports, birthday/anniversary card file, major projects, etc., with easy accessibility by financial professionals.

· Screens and directs mail, telephone calls, voice mail messages, e-mails, and personal callers to financial professionals with emphasis on documentation in CRM, completion, and accuracy.

· Monitors and controls the daily flow of the financial professionals office in his/her absence.

· Uses initiative and judgment to ensure that matters requiring attention are appropriately prioritized and handled.

· Handles highly sensitive/confidential information and files and is responsible for maintaining and keeping confidentiality regarding client and/or company activities.

· Screens and directs mail, telephone calls, voice mail messages, e-mails, and personal callers to the Executive or to proper personnel or other departments with emphasis on timeliness, discretion and good public relations.

· Prepares from dictation, rough draft or verbal instruction written information such as correspondence, speeches, reports, agendas, and minutes. Takes meeting minutes. Operates standard office machines such as transcribing machine, personal computer, fax, etc. Distributes information to appropriate parties.

· Proactively schedules client appointments, updates documents, or anything required to keep office compliant.

Events / Special Projects (15%)

· Plans for meetings, internal and external events, and conferences including coordinating event date/time for participants and negotiating/securing contracts for location, equipment, entertainment, refreshments, etc.

· Handles educational events for clients and the community. Invites, follow ups, presentations, or anything else required for a successful event.

Information & Communication Management (5%)

· Maintains accuracy of digital footprint: website, LinkedIn, google, automated newsletters, social media posts, and other digital sources.

· Maintains lists of recipients and compliance requirements for all outbound communications.

Compensation

· People are what make us a successful firm. Become part of the team, serve the clients, continue to improve and do your best. We want people to feel rewarded when they ompetitive pay-based on experience

· Meet or exceed the high expectations of the firm and you will be compensated above average.

· Flexible schedule

· Multiple bonus programs

· Opportunities to increase hours

A culture of continuous improvement and professional development reflecting a respect for

You can also expect…

· Competitive pay-based on experience

· Flexible schedule

· Multiple bonus programs

· Opportunities to increase hours

· A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions

· 401k with matching after 1st year and minimum requirements met

Minimum Requirements

· High school degree or equivalent. Bachelor’s degree preferred.

· Proficient in Microsoft Office products.

· Proficiency in CRM systems and AOS software advantageous to success

· Administrative / clerical experience preferred.

· Extremely organized with strong time-management skills.

· Ability to maintain confidentiality when dealing with sensitive information.

Additional Job Information:

· Offer to selected candidate will be made contingent on the results of applicable background checks

· Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information and client information

· Will hire as Financial Advisor in Training with the right long-term plans

Job Types: Part-time, Contract

Pay: $19.15 - $25.00 per hour

Expected hours: 15 – 30 per week

Benefits:

• 401(k) matching
• Employee discount
• Flexible schedule
• Professional development assistance

Application Question(s):

• What is your preferred start date?

Ability to Commute:

• Baraboo, WI 53913 (Preferred)

Ability to Relocate:

• Baraboo, WI 53913: Relocate before starting work (Preferred)

Work Location: In person

Salary : $19 - $25