Careers
At Buska Retirement Solutions, we believe that great service starts with great people. We are committed to building a team of dedicated professionals who share our passion for helping individuals and families plan for the future with clarity and confidence. Whether you are an experienced professional or just beginning your career, you’ll find opportunities to learn, grow, and make a meaningful impact while working alongside a team that values integrity, collaboration, and exceptional service.
At Buska Retirement Solutions, we believe that great service starts with great people. We are committed to building a team of dedicated professionals who share our passion for helping individuals and families plan for the future with clarity and confidence. Whether you are an experienced professional or just beginning your career, you’ll find opportunities to learn, grow, and make a meaningful impact while working alongside a team that values integrity, collaboration, and exceptional service.
Current Openings
09/16/2026
Administrative Assistant
Location: Wausau, Wisconsin
Reports To: Chief Operations Officer
Job Overview: We are seeking a highly organized and efficient Administrative Assistant to support the daily operations of our office. The ideal candidate will be proactive, detail-oriented, and able to juggle multiple tasks in a fast-paced environment. This role will involve a combination of administrative duties, office management, and communication with clients and colleagues.
Responsibilities:
- Answer and direct phone calls, emails, and other forms of communication
- Manage multiple calendars including assigning of conference rooms
- Communicate daily digest of office happenings, PTO, and other important details to company staff
- Handle incoming and outgoing mail, including package deliveries and correspondence
- Maintain office supplies and equipment, ensuring they are stocked and operational
- Collaborate with internal teams (e.g., financial planners, operations, compliance) to ensure client needs are met
- Ensure all client communications are logged, tracked, and followed up on in a timely manner
- Maintain confidentiality and adhere to company policies regarding client privacy and data protection
- Build strong, meaningful relationships with clients, in person and over the phone
- Maintain and organize office files and documentation
- Assist in preparing for marketing events including scheduling, preparation, attendance, etc.
- Understand and utilize all required company software
- Enter and update client data and documents to CRM
- Pull required reports
- All other duties as assigned
Equipment/Tools/Materials Used:
- Computer/Monitors/Mouse
- Phone (soft phone and physical desk phone)
- Internet/WiFi
- Microsoft Office Suite
- KonnexMe Platform/Wealthbox
Physical Requirements: This position is mainly sedentary. Must be able to get up and down at the desk frequently and walk around as needed. It is occasionally required (less than 5% of work hours) lifting, hauling of items in storage or marketing/seminar equipment. Not to exceed 50 pounds.
Job Qualifications/Skills:
- High School degree required
- Prior administration experience preferred
- Prior experience supporting financial professionals preferred
Job Related Knowledge/Skills:
- Experience with office management software or project management tools
- Knowledge of administrative and clerical procedures and systems
- Skill in active listening and giving full attention to what others are saying
- Strong ability to communicate clearly and respectfully
- Ability to multitask and prioritize in a fast-paced environment
- Basic knowledge of office management procedures and bookkeeping
What Buska offers:
- A dynamic and collaborative work environment
- Opportunities for professional development and career growth
- Exposure to diverse asset classes and investment strategies
- Competitive salary and benefits package
- Employee events
Job Overview: The Client Development Specialist is responsible for supporting new incoming client relationships from the initial point of contact through the onboarding process, up until they officially engage with Buska. This role helps ensure each prospective client feels supported, informed, and valued, contributing to a positive first experience and long-term relationship.
The ideal candidate is organized, detail-oriented, and an effective communicator, with a strong commitment to delivering excellent client service.
Responsibilities:
- Serve as the first point of contact for all prospective clients, providing a professional, warm, and welcoming experience.
- Support the client intake and onboarding process to ensure an organized and smooth transition toward formal engagement with Buska.
- Assist with the preparation and execution of client workshops and educational sessions, ensuring a smooth and positive experience.
- Maintain continuous communication with prospective clients throughout the onboarding process, addressing questions, concerns, and needs proactively.
- Partner with advisors, operations, and client service teams to help deliver a high-quality client experience.
- Support the tracking, follow-up, and organization of lead sources to help drive client engagement and onboarding efforts.
- Maintain accurate and timely records of all client interactions and onboarding activities within the firm’s CRM system.
- Assist in identifying opportunities to strengthen client relationships and support client engagement efforts.
- Ensure all client communications are logged, tracked, and followed up on in a timely manner.
- All other duties as assigned.
Equipment/Tools/Materials Used:
- Computer/Monitors/Mouse
- Phone (soft phone and physical desk phone)
- Internet/WiFi
- Microsoft Office Suite
- KonnexMe Platform/Prizm
Physical Requirements: This position is mainly sedentary. Must be able to get up and down at the desk frequently and walk around as needed. It is occasionally required (less than 5% of work hours) lifting, hauling of items in storage or marketing/seminar equipment. Not to exceed 50 pounds.
Job Qualifications/Skills:
- 2-4 years of experience in client relationship management, onboarding, or business development, ideally within financial services, retirement planning, or wealth management.
- Ability to obtain Life Licensure within 90 days of employment.
- Outstanding organizational and project management skills with high attention to detail.
- Excellent interpersonal and written/verbal communication skills.
- A strong client-first mindset with the ability to build trust and confidence quickly.
- Familiarity with CRM platforms (e.g., Salesforce, Konnexme) and client intake processes.
- Ability to handle sensitive financial information with discretion and professionalism.
What Buska offers:
- A dynamic and collaborative work environment
- Opportunities for professional development and career growth
- Exposure to diverse asset classes and investment strategies
- Competitive salary and benefits package
- Employee events