Job Description
The Silbernagel Group is looking for a person who has a keen eye for taking a strategic plan and implementing it efficiently and to completion. This is not a sales job nor a job where you simply perform a redundant task. We need a person who can solve problems, get to the root cause, and ensure a plan is in place for the team to follow. This role is ideal for someone who thrives at the intersection of operations, marketing, and relationship management. SG is a financial advisory firm that takes a holistic approach to growing our clients' wealth, centered on meaningful relationships and lasting impact - not transactions. We believe great work is rooted in trust, empathy, and integrity, and in how we show up for both clients and one another. Our culture reflects our core values of Authenticity, Solutions, Leadership, Collaboration, and Fun, shaping an environment where people take ownership, support each other, and continue to grow. Here, team members are never just a number; we value each individual's strengths, ideas, and goals, and we believe that when our people thrive, our company thrives too.
Expectations of the role:
Coordinate business development events, including planning timelines, sponsors, logistics, and follow‑up activities to deliver a high-quality experience Manage scheduling, calendars, travel, and inbox communications for the Visionary, Integrator, and Business Development Lead Coordinate and own project management of outsourced service partners, leads, and COIs to deliver a consistent customer "wow" factor Execute email campaigns and marketing automations Manage communications and logistics for monthly educational webinars and a podcast Prepare and update marketing materials while maintaining brand consistency Participate in AI and efficiency initiatives by researching tools and supporting automation, agent development, and system improvements. Minimum Qualifications:
1-3 years of experience in an office, administrative, marketing, or executive assistant role Preferred Qualifications:
Experience supporting marketing, business development, or events Familiarity with email marketing or automation tools Exposure to podcast or webinar platforms Experience working in a small company environment, especially one that runs on EOS If you're ready to join a team that values client‑centric service, fosters meaningful relationships, and offers a supportive environment, we invite you to apply today. Be part of a company dedicated to transforming the financial futures of our clients and making a real difference. Job Type:
Full‑time Hybrid (preferred - 2 days per week on-site in Kewaskum, WI) / Remote (considered for the right fit) FLSA non-exempt Pay:
$42,000 - $48,000 per year •Pay rate based on experience & qualifications Benefits:
Paid time off, up to 17 days per year with tenure 4 sick days per year 7 paid holidays per year 401k with up to a 4% employer match and traditional and Roth options Supplemental health benefits (Bonus:
For most, this benefit also increases take home pay!) Health reimbursement account (Employer contributes 3% of pay + $50/mo) Flexible spending account / dependent care account Financial, insurance, and tax advice provided at no cost to employees Tax return preparation provided at no cost to employees Cost support for basic estate planning Professional development assistance Work from home Pay:
$42,000.00 - $48,000.00 per year Benefits:
401(k) 401(k) matching Employee discount Flexible schedule Flexible spending account Paid time off Professional development assistance Retirement plan Experience:
office, administrative, marketing, or executive assistant: 1 year (Required) Work Location:
Hybrid remote in Kewaskum, WI 53040
