Office Assistant & Client Services Coordinator

Posted 2 days ago

scott herrmann shoreline groupBurlington (WI)

Office Clerks, GeneralAll Other Business Support Services

SENIORITY

Mid

About the role

Shoreline Group in Wisconsin is seeking an Office Assistant to support client service, manage calls, greet visitors, and keep mail and files organized in a busy financial services office. You will assist Financial Advisors, coordinate meetings and calendars, update Salesforce, and help with marketing, events, and client communications. Training and licensing support are provided to grow with the role.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.