WestPoint Financial Group

WestPoint Financial Group is assisting with the sourcing of this candidate.  The candidate will be the employee of Meridian Wealth + Retirement.

About Meridian Wealth + Retirement

Meridian Wealth + Retirement is a fast-growing, wealth management and comprehensive financial planning practice managing over $600M+ in client assets across their various Wisconsin locations. Our team is tight-knit, our culture is collaborative, and our client relationships are built on trust, attention to detail, and genuine care. We are growing with intention — and we are looking for people who want to grow with us.

About This Role

This is the front-line position of our office — the first voice clients hear when they call and the first face they see when they walk through the door. If you are someone who takes pride in making people feel welcome, stays organized in a fast-paced environment, and enjoys keeping things running smoothly behind the scenes, this role was built for you. No prior experience in finance is required — we will train the right person.  

This part-time role is located on-site in Meridian Wealth + Retirement's Kimberly office and offers 25-35 hours per week. The typical daily schedule is an 8 or 9 am start, ending between 3-5 pm.  Hours may shift week-to-week based on client meeting schedule - busier meeting weeks may mean fuller days with more coverage needed, while lighter weeks may include a shorter or fully flexible day off.

What You'll Do

Front Desk & Client Reception

• Answer and direct all incoming phone calls
• Greet and seat clients upon arrival with warmth and professionalism
• Handle routine client communication for standard next-step situations
• Keep the front office organized and welcoming

Scheduling & Daily Administration

• Primary owner of the calendar and scheduling for both advisors
• Prepare meeting materials in advance of each client appointment
• Prepare and send weekly Check Logs
• Manage office supplies and general office upkeep

Operations & Document Support

• Primary owner of DocuSign — prepare, organize, and send documents to clients
• Assist with account paperwork and data entry
• Make back office servicing calls to financial carriers as directed
• Flag documentation issues to senior staff proactively

Team & Firm Support

• Assist with annual Client Appreciation Event logistics
• Help prepare client gifts for referrals and new clients
• Support newsletter mailings and firm communications
• Assist senior staff with onboarding and other as-needed tasks

Whom We're Looking For

• Warm, personable, and professional — clients immediately feel comfortable around you
• Reliable and organized — you follow through and take ownership of your work
• Clear and confident communicator, in person and over the phone
• Comfortable learning new software and office systems quickly
• Discreet and professional with confidential client information
• Looking for a stable, long-term role where you can settle in and contribute

Benefits:

• Competitive Hourly Rate: $17.00 - $21.50 per hour
• Retirement plan
• Life insurance
• Flexible schedule

Equal Employment Opportunity

Meridian Wealth + Retirement is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.