Administrative Assistant

Trailhead Financial Group - Thrivent; Hendersonville (NC); On-site; USD 24,796 - 30,307; Full time

Job summary

Trailhead Financial Group in Hendersonville, NC seeks an Administrative Assistant to be the first face clients encounter. The role supports Wealth Advisors and the Founder from the Hendersonville office with weekly presence in Asheville.

Compensation is hourly with PTO; medical benefits are not provided. The position requires exceptional interpersonal skills, professional appearance, and strong organizational abilities to manage multiple priorities across two offices.

Qualifications

• Excellent interpersonal and written/verbal communication skills.
• Professional, polished appearance with client-facing demeanor.
• Strong organizational abilities with multiple priorities.
• Experience as a receptionist/front desk/administrative support.
• Familiarity with financial services or wealth management environments (preferred).
• Experience with calendar management tools and CRM platforms (preferred).
• Light social media posting support (preferred).
• Notary Public preferred (or willingness to obtain in first 90 days).

Responsibilities

• Welcome clients and guests at both Hendersonville and Asheville locations.
• Greet and direct clients to multiple advisors in a professional, warm manner.
• Represent Trailhead Financial Group at events and in the office.
• Open/close Hendersonville office and support Asheville operations during visits.
• Maintain organization and readiness of shared office space.
• Monitor advisor schedules and flag conflicts or gaps to leadership.
• Answer and route inbound calls; make outbound calls as directed.
• Receive, sort, and distribute mail; scan and file documents.
• Draft, format, and send emails for the team as requested.
• Assist Executive Assistant and provide coverage during absences.
• Support Marketing Director with social media posting as needed.
• Represent the company at select events and client-facing functions.

Skills

Interpersonal communication

Professional demeanor

Organizational skills

Microsoft Office Suite

Punctuality and attention to detail

Receptionist experience

Financial services familiarity

Calendar management tools

CRM familiarity

Social media literacy

Notary Public preferred

Tools

Microsoft Office Suite

CRM platforms

Job description

Position Overview

The Administrative Assistant is the first face clients and guests encounter at Trailhead Financial Group. The role is based primarily out of the Hendersonville, NC office, with regular presence at the Asheville location one to two days per week (or more as needed). This support role serves the client needs across both locations, acts as an operational anchor for day-to-day office functions, and provides administrative support to our Wealth Advisors and Founder. The position is employed by George Bailey Group, LLC.

Compensation is $18‑22 per hour, depending on experience. PTO is provided. No medical or dental benefits.

Responsibilities

• Primary point of welcome for clients and guests at both locations.
• Greet and direct clients to multiple advisors in a professional, warm manner.
• Represent Trailhead Financial Group as a recognizable face at events and within the office.
• Manage daily opening and closing procedures for Hendersonville office and support Asheville office operations during scheduled visits.
• Maintain appearance, organization, and readiness of the shared office space.
• Monitor advisor schedules and calendars, proactively flagging conflicts, gaps, or scheduling concerns to leadership.
• Answer and professionally route all inbound calls.
• Make outbound calls as directed by advisor team or executive assistant.
• Receive, sort, and distribute incoming mail.
• Scan and digitally file documents accurately.
• Draft, format, and send emails on behalf of the team as requested.
• Support Executive Assistant with administrative tasks and serve as coverage during absence.
• Assist Marketing Director with social media posting and content coordination as needed.
• Represent TFG at select company events and client‑facing functions.

Qualifications

• Exceptional interpersonal and communication skills — both written and verbal.
• Professional, polished appearance and demeanor consistent with a client‑facing financial services environment.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology.
• Reliable, punctual, and detail‑oriented with a proactive approach to problem solving.
• Prior experience in a receptionist, front‑desk, or administrative support role.
• Familiarity with financial services, wealth management, or professional services environments (preferred).
• Experience with calendar management tools and CRM platforms (preferred).
• Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preferred).
• Notary Public preferred (or willingness to obtain in first 90 days of employment).
• Customer focus.
• Communication and interpersonal skills.
• Teamwork and collaboration.
• Ability to work with all roles of the TFG.
• Ability to represent the organization in work with external clients.
• Ability to cultivate and maintain relationships with outside organizations.