Administrative Assistant

Wealth Enhancement Group•Apple Valley, MN

6d•$24 - $28•Onsite

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Apple Valley, MN office is looking for an Administrative Assistant to support Financial Advisors and their clients through the client service model. You will provide administrative support including reception and general office work, including providing support to the advisors in coordination and execution of office activities and initiatives. This is an on-site/in-office position. The schedule is Monday - Friday, 8:00am - 4:30pm central. In the spirit of pay transparency, we are excited to share the base salary range for this position is $24.00 to $28.00/hr (approx. $50,000 - $58,000/yr), exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

8+ years of full time work experience is required
Professional presence; service oriented; positive and friendly attitude
Excellent oral and written communication skills required to develop team and client relationships
Strong attention to detail and process; Prioritizes completing accurate work
Proficient with Microsoft Office especially Word, Excel and Outlook
Good problem-solving skills: Ability to work with deadlines and prioritize tasks
Ability to multitask in a fast-paced environment

Nice To Haves

Bachelor's degree preferred

Responsibilities

Call existing clients to schedule annual review meetings
Handle incoming client calls for appointments and service needs
Enthusiastically greet and welcome clients and prospects in for meetings
Prepare and maintain beverage stations and obtain beverages for clients
Manage incoming and outgoing USPS and UPS mail deliveries
Ensure the reception and conference rooms are prepared for client visits
Under the direction of your manager, assist with various office projects as requested
Utilize Salesforce database to maintain client files including filing, copies, and data input
Participate in Wealth Enhancement Group trainings, educational events, coaching programs and vendor presentations to ensure up-to-date industry, product and company knowledge
Other duties as assigned

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)