Temporary Administrative Assistant
About The Position
About Wealth Enhancement 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 Irvine, CA team is seeing a temporary Administrative Assistant to support their work during tax season. We anticipate work to be available from February 1, 2026 through April 15, 2026. This is an on-site position. We are looking for someone available 30-40 hours per week, Monday-Friday. There may be opportunities for overtime as we approach Tax Day. In the spirit of pay transparency, we are excited to share the pay range for this position is $19.00/hr to $21.00/hr , exclusive of bonuses and benefits. 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
- High School Diploma or GED
- 2 years of Administrative Assistant experience
- Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
- Detail oriented, highly organized and adaptable
- Experience with Microsoft Office suite
- Business office procedures knowledge
- Organized and able to prioritize work
Nice To Haves
- CRM experience preferred
- Familiarity with Salesforce and Workday a plus
Responsibilities
- Provide office support, including typing and generating correspondence, forms, policies and general office documents.
- Provide support for client meetings
- 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 and deliveries
- Handle standard correspondence as requested, including form letters and responses to requests for information
- Support clients as they complete paperwork and provide necessary signatures
- Keep standard forms up-to-date
- File and scan as requested
- Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow
- Support in generating reports for meetings and presentations
- Maintain a clean and organized reception area, conference rooms, and kitchen
- Under the direction of your manager, assist with various office projects as requested
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
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
