Administrative Assistant

Wealth Enhancement Group • Raleigh, NC

2d • 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 90,000 households from our over 175 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 . We have an exciting opportunity for an Administrative Assistant ! In this role, you will provide support to Financial Advisors and their clients through the client service model. Additionally, you will provide administrative support including reception, general office work, and the coordination and execution of office activities and initiatives.

Requirements

• High School Diploma is required; Associates Degree or higher is preferred
• 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
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Responsibilities

• Provide office support. This includes typing and generating correspondence, forms, policies and general office documents.
• Provide support for client meetings.
• Handle telephone calls, schedule appointments and take messages as necessary.
• Serve as primary receptionist. Answer telephone, screen and route phone calls, and take messages as appropriate.
• Set up conference calls and video conferences.
• Sort and deliver all incoming mail.
• Handle standard correspondence as requested including form letters and responses to requests for information.
• Keep standard forms up-to-date.
• File and scan as requested.
• Track future appointments.
• Maintain new hire checklist and coordinate training tasks.
• Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow.
• Support in generating reports for Management meetings and presentations.
• Assist with meeting and travel coordination and expense requests.
• Track and coordinate payment of corporate expenses.
• Arrange for client and staff cards and gifts.
• Coordinate marketing materials and client events.
• Schedule and coordinate meetings including booking meeting rooms, making travel arrangements, preparing agenda and meeting packets, obtaining and preparing exhibits, drafting minutes, communicating with Managers and Committee members, distributing meeting packets in a timely manner and circulating documents for signature.
• Maintain records of meetings including agendas and exhibits.
• Coordinates all internal staff meetings including preparing agenda and staff meals.
• Schedule, coordinate and prepare agenda for all meetings.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED