Job Description

At Wealth Distribution Strategies (WDS), our Administrative Assistants are “Client Support Coordinators”. You are the first point of contact for clients, visitors, and team members—setting the tone for every interaction. Your role is essential in creating a warm, welcoming, and professional atmosphere from the moment someone walks through the door—shaping their entire experience and helping WDS feel like home. This full-time, in-office role is designed to grow along a specialized career track, with clear potential to advance into a Client Relationship Manager.

At WDS, we uphold a set of defined values—education, selflessness, family, dedication, and "work hard, play hard". We’re looking for a candidate who not only brings strong skills to the table but also genuinely represents these values in their day-to-day work. If you believe in always learning, showing up for your team, prioritizing family, staying committed, and knowing how to enjoy the wins, you’ll be a great fit here.

We offer a competitive compensation package, including:

• Opportunities for career advancement and professional growth within WDS
• Potential for accelerated compensation growth
• Educational and training paths, paid for/reimbursed by WDS
• Opportunities for company-wide flexible work hours
• Paid vacation and sick time
• Paid Holidays
• 401k/Profit Sharing
• Quarterly bonus opportunities
• Employee referral bonus program
• Health, dental, and vision insurance
• Supportive Leadership Team
• Regularly scheduled Development Days
• Team building and social gathering events-annual WDS Olympics, Family Picnic
• Staff celebrations and appreciation through recognition events and activities
  
  

Company Description

WDS's mission to help its clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time. We are a dynamic and rapidly growing financial advisory firm with offices in Verona and Brookfield, WI. Our fast-paced, client-focused culture is built around motivation, collaboration, and a commitment to improving the lives of those we serve. We provide a positive and professional work environment in beautifully appointed office locations. This is an exciting opportunity to contribute to our growth and impact—and we’d love to have you be a part of our continued success.

WDS's mission to help its clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time. We are a dynamic and rapidly growing financial advisory firm with offices in Verona and Brookfield, WI. Our fast-paced, client-focused culture is built around motivation, collaboration, and a commitment to improving the lives of those we serve. We provide a positive and professional work environment in beautifully appointed office locations. This is an exciting opportunity to contribute to our growth and impact—and we’d love to have you be a part of our continued success.