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APO Financial, Inc

Administrative Assistant

APO Financial, Inc, WI, United States

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Overview

APO Financial is looking for a detail-driven, reliable, and caring Administrative Assistant to join our growing, family-oriented team. This full-time, on-site role is perfect for someone who thrives in an organized, supportive environment and takes pride in delivering a professional yet welcoming client experience.

Responsibilities

  • Coordinate advisor calendars & confirm appointments with accuracy
  • Greet clients, answer calls, and ensure an outstanding client experience
  • Maintain confidentiality & organized digital files
  • Support advisors at events and seminars
  • Manage office logistics and supplies

Compensation & Benefits

  • Competitive compensation: $39,000 – $58,000 annually (based on experience)
  • Family-oriented culture where every team member is valued
  • Growth and professional development opportunities
  • Collaborative team environment where your contributions matter

Apply by Friday, September 5th, 2025

Details

  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Administrative
  • Industries: Investment Management

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