Administrative Assistant (Temporary) (On-site)
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 Summit, NJ office, located in a vibrant and close-knit community known for its charm, accessibility, and quality of life, is excited to welcome a Temporary Administrative Assistant to our team. This role is essential in ensuring smooth day-to-day office operations and delivering a welcoming, professional experience for both clients and team members. This individual will provide front-office coverage and administrative support across the team, helping maintain continuity in client service while we identify the right long-term fit for a Client Service Associate role. If you are highly organized, personable, and thrive in a fast-paced, team-oriented environment, this is a great opportunity to contribute in a meaningful way. This is an onsite, Monday through Friday position based in our office. This is a temporary role with potential for extension based on business needs. In the spirit of transparency, the hourly rate for this role is $20.00 to $25.00 per hour, depending on experience. We encourage you to apply and share your expectations as we are big on open conversations. This assignment will be approximately 2-3 months in duration.
Requirements
- High school diploma or equivalent required
- 1–3 years of administrative, receptionist, or office support experience preferred
- Strong verbal and written communication skills with a professional demeanor
- Highly organized with strong attention to detail and ability to multitask
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel)
Nice To Haves
- associate or bachelor’s degree preferred
- Experience with CRM systems (Salesforce or similar) is a plus
- Background in financial services or professional services environment is a plus
Responsibilities
- Serve as the first point of contact by greeting clients and visitors, answering and directing phone calls, and managing general inquiries
- Maintain a professional, organized, and welcoming reception area and common office spaces
- Manage daily mail operations including receiving, sorting, distributing, and coordinating outgoing shipments
- Order and maintain office supplies, kitchen inventory, and general office needs
- Support scheduling of meetings, conference rooms, and appointments
- Provide administrative support to advisors and client service team members as needed
- Assist with preparation of client meeting materials and basic document organization
- Support data entry and updates within internal systems (CRM, tracking tools)
- Help coordinate internal meetings, team events, and general office logistics
- Assist with ad hoc administrative projects and operational tasks
- Help ensure a positive and seamless experience for clients visiting or contacting the office
- Assist in responding to basic client requests and routing inquiries appropriately
- Support follow-up coordination to ensure timely responses and service completion
Benefits
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
