Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

The Senior Administrative Specialist provides administrative support for the Financial Services industry leader. This person works closely with the Growth Administration Manager and Growth Marketing Manager to ensure efficient flow of work, and timely delivery to meet internal associate needs.

This position has the opportunity to be remote, hybrid, or in person.

Responsibilities:

• Leverage big data from multiple sources to create reports and analyze information for leaders

• Create, proof, and edit documents including but not limited to presentations and Confidentiality Agreements as requested, ensuring timeliness

• Communicate proactively with internal associates and clients as needed

• Work independently and collaboratively with the Growth Administration Manager and Growth Marketing Manager

• Manage and prioritize the Financial Services industry leader’s calendar, ensuring seamless and effective communication and organization

• Maintain ongoing updates to Financial Services SharePoint calendar

• Electronic document storage and submitting firm expenses

• Develop and demonstrate a general knowledge of the firm’s products and services

• Host external and internal webinars as needed

Knowledge, Skills and Abilities

Qualifications:

• High School Diploma or an equivalent combination of education and experience required

• Associate Degree in Administrative Support, Business Administration, Human Resources, and/or Information Technology preferred

• 5+ years of experience in an administrative role in a professional services work environment

• Experience supporting senior leadership required

• Requires intermediate proficiency in Microsoft Excel, Powerpoint, Word, and Outlook

• Experience in any of the following areas is preferred: financial institutions, insurance, wealth management, asset management, private equity or other financial services

• Experience with Microsoft Sharepoint and moderating webinars is preferred

• Clear, concise verbal and written communication skills and accurate grammar usage

  Carly Seidl, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/carly-seidl/) page to connect!

  #LI-remote #LI-CS1

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email athr@wipfli.com

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $21.00-28.00/hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

Job LocationsUS

Job ID 2025-6661

Category Administrative

Remote Yes