Office Coordinator

Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy in the 1950’s. Heck Capital’s managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $10 billion of assets under management, consultation, and advisement. High level client service and exceptional work ethic has helped build client relationships in 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN, and Scottsdale AZ.

JOB CHARACTERISTICS

· Job Level: Associate

· Type of Position: Full / Part Time

· Exempt

· Anticipated Start Date: 2025

ESSENTIAL JOB FUNCTIONS

The Office Coordinator is an integral part of the operations and Client Service team. The Office Coordinator will be responsible for all day to day operations at both the Rhinelander and Milwaukee offices, while being located in the Rhinelander office. We are seeking a candidate that is highly motivated, has a positive attitude, forward thinker, and willing to work in a fast-paced environment. These day to day functions will include:

· Answers phone and directs call to Advisors or staff

· Meets and greets clients – sets up conference room for client meetings

· Handles all responsibilities of ordering supplies

· Manages phone system

· Vender management

· Maintain inventory of office supplies

· Maintain copy and printer machine

· Member of Heck Capital Business Committee & Office Committee

· Prepare meeting agendas

· Responsible for picking up, preparing and delivering mail

· Organizes staff meetings and events

REQUIREMENTS

· Associates degree preferred (or equivalent experience)

· Excellent oral, written, and interpersonal communication skills

· Ensures utmost confidentiality with respect to information pertaining to clients/potential clients

BENEFITS

Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.

HOW TO APPLY

Send Resume’ and Cover Letter to:

Heck Capital Advisors

Attn: David Heck

Email: heckcapital@heckcapital.com (Attn: Business Manager)

PO Box 738

Rhinelander, WI 54501

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Vision insurance

Work Location: In person