WestPoint Financial Group is seeking a dual-role Office Manager and Marketing Administrative Assistant to join our Wauwatosa, WI office.

Our associates are vibrant, high-energy, highly competent professionals who are respected for their precise expertise, product knowledge, and commitment to professional growth. Teamwork, idea sharing, and healthy competition set our firm apart from others in the industry.

At WestPoint, we believe our culture of genuinely caring about people is our special sauce. We are good people that are defined by excellence. We work together to be next level in all that we do. We are inclusive, we are welcoming, we are modern.

The ideal candidate will be detail-oriented, proactive, and a self-starter - someone who can easily identify areas where they can make an impact. The successful candidate must be organized, collaboration-minded, and considered highly communicative, exhibiting strong interpersonal skills.

Responsibilities:

Reception/Office:

• Greet and announce firm visitors in a welcoming manner
• Answer incoming calls and direct appropriately
• Maintain break room and conference room schedules
• Notify building management of maintenance requests
• Establish building access for new advisors, sales assistants, WPFG personnel and guests
• Prepare welcome packets and prepare assigned workspace for new associates
• Provide telephone and voicemail training to new firm personnel
• Open and close the office at stated business hours
• Sort and distribute incoming mail and packages (including USPS, UPS and FedEx)
• Maintain office machinery and supplies (including postage meter, photocopier, and other office machines)
• Maintain firm lists for various departments
• Assist with vendor management
• Ensure day to day operations are prioritized according to client and advisor needs and deadlines
• Participate in the operations team's monthly meetings
• Participate in the operations department's goals and projects
• Responsibilities may be added at the manager's discretion

Marketing Administrative Assistant

• Provide support to senior marketing staff
• Assist with set up, facilitation and execution of local marketing events
• Work with the marketing team to complete marketing initiatives
• Organize and manage marketing collateral
• Assist with website administration
• Light graphic design and editing in Canva

Position Requirements:

• High school diploma or equivalent
• Associate or Bachelor's degree, preferred
• Proficient in Microsoft Office Suite
• Excellent telephone skills
• Strong interpersonal communication, organizational and multi-tasking skills
• Diplomacy
• Must be detail-oriented and proactive
• 1+ years administrative experience
• 1+ years insurance experience, preferred
• No immigration sponsorship available for this role

WestPoint Financial Group offers a competitive salary and full benefits package, including Medical, Dental, Flexible Spending Account, Life Insurance, Disability, Paid Time Off, Paid Holidays, and 401(k).

Please submit a cover letter that includes your salary requirements.