Administrative Assistant Job at Real Wealth Advisors, LLC in Town of Brookfield

Overview

Full Time

We know your time and energy are among your most valuable investments. Choosing where to spend your workday hours isn’t just about a job, it’s about finding the right fit with a firm that values your contributions, supports your growth, and aligns with your goals. We’re looking for an Administrative Assistant who’s not only skilled and organized, but who wants to build a meaningful career at a firm where their efforts matter.

About Us

Real Wealth Advisors is a financial planning firm dedicated to simplifying the complex financial lives of our nearly 200 families. Our entire team leads with a service mindset, believing that it is our role to give clients peace of mind and make their lives easier. We’ve built a close-knit community with our clients, which we believe is the power behind our success! We evolve every day and want to keep getting better for our clients, but will never sacrifice the experience our clients have simply for firm growth. We build each other up, teach the “why”, listen to each other, genuinely enjoy spending time together, and are seeking someone with these same values.

Position Summary

We are seeking a reliable, detail-oriented Administrative Assistant to support the day-to-day operations of our firm. This role is ideal for someone who thrives in a small-office environment and is comfortable wearing multiple hats. You will play a vital role in maintaining office efficiency, supporting client service efforts, and ensuring smooth workflows.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in-person interactions
• Schedule and coordinate client meetings, conference calls, and internal appointments
• Manage calendars, travel arrangements, and meeting logistics for executives
• Prepare, proofread, and format client correspondence, reports, and presentations
• Maintain organized electronic and physical filing systems
• Assist in processing paperwork for client accounts, including account openings, transfers, and compliance documentation
• Monitor office supplies and handle ordering and vendor coordination
• Support marketing and communications efforts
• Handle confidential information with professionalism and discretion

Education

Bachelor’s degree

Qualifications

• 1+ years of experience in an administrative or office support role (financial services experience preferred)
• Strong organizational and multitasking skills
• Excellent verbal and written communication abilities
• High level of attention to detail and accuracy
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Experience with CRM systems or financial software is a plus
• Professional demeanor and a client-first attitude

What We Offer

• Competitive compensation based on experience
• A supportive, team-oriented environment
• Opportunities to gain exposure to the financial services industry
• Professional development support
• Career advancement opportunities
• Benefits package including health insurance, 401k with a match, paid time off
• Hours are Monday through Friday between 8:00am – 5:00pm