Administrative Assistant - Front of House

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. 

Orgel Wealth Management is seeking an Administrative Assistant who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to effectively communicate and solve problems in a variety of circumstances.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $10.4 billion in assets under management (as of March 31, 2026).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 13 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations.
• Rapid Growth – Since becoming a Securities and Exchange Commission-registered investment advisor in 2013, we have doubled in size and now employ 91 people in our Wisconsin and Minnesota offices.

Position Summary

The Administrative Assistant (Front of House) creates an exceptional client experience from the moment a guest arrives. This role is the first point of contact for clients and visitors, providing a warm, professional welcome through greeting guests, answering incoming calls, and delivering attentive hospitality. The Administrative Assistant ensures every meeting runs seamlessly by preparing and resetting conference rooms, maintaining front-of-house standards, and conducting daily walkthroughs to uphold facility and hospitality excellence. Beyond the client-facing experience, this role provides vital administrative support to the Operations, Client Service, and Executive Assistant teams. By keeping the office organized and running smoothly with meticulous attention to detail, the Administrative Assistant helps ensure that both clients and internal teams are supported at the highest level.

Principal Duties and Responsibilities

Front of House Operations

• Conduct a daily walkthrough of all Front of House spaces - including parking areas, waiting rooms, client restrooms, and conference rooms - to ensure a pristine, welcoming environment that reflects Orgel’s standards.
• Monitor and maintain refreshment offerings throughout the day to provide a consistent, high-quality client experience.

Client Meeting Support & Hospitality

• Welcome clients warmly and professionally, greeting them by name, offering refreshments, and escorting them to seating areas ahead of meeting start times.
• Ensure punctual start times and provide attentive refreshment service during meetings.
• Answer incoming calls with professionalism and accuracy, routing them appropriately to support a smooth client experience.

Professional Conduct

• Uphold the overall atmosphere of the Front of House by managing noise levels, safeguarding client confidentiality, and ensuring deliveries are discreetly routed through side entrances.
• Manage conference room calendars to prioritize client needs and avoid scheduling conflicts.

Administrative Support & Prioritization

• Verify that all meeting materials are prepared in advance of meeting start times
• Provide administrative support with check deposits, incoming documents, correspondence, filing, copying, and processing expense reports.
• Assist with building maintenance coordination, mail handling, shipping, supply management, office equipment, and occasional errands.

Additional Skills Required

The Administrative Assistant- FOH must be able to: 

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing 
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to proactively establish ambitious goals for quality and timeliness
• Leverage technology, including the Microsoft Office Suite, Practifi, Zoom, Tamarac, and other software applications as necessary

Education and Experience Requirements

Required:

• High School diploma
• Minimum 3 years of experience in office administration, client services, or hospitality

Preferred:

• Associate or Bachelor’s degree in business administration or hospitality
• Experience in the financial industry

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.