Administrative Assistant

Wealth Enhancement; Raleigh (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

Health Savings Account with employer"s

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs

PTO and holidays

Tuition/credential reimbursement

Job summary

Wealth Enhancement seeks an Administrative Assistant to support Financial Advisors and clients, handling reception, general office tasks, and coordination of office activities. You will assist with meetings, scheduling, travel, and expense processing, while maintaining organized files and preparing reports for management.

The role emphasizes professional communication, attention to detail, and proficiency with MS Office.

Qualifications

• 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 to develop team and client relationships.
• Strong attention to detail and ability to meet deadlines.
• Proficient with Microsoft Office especially Word, Excel and Outlook.
• Good problem-solving skills and ability to work with deadlines.
• As AI technology evolves, continued learning and adaptation to new AI tools will be expected.

Responsibilities

• Provide office support, including typing and generating correspondence and general office documents.
• Handle telephone calls, schedule appointments and take messages.
• Serve as primary receptionist, screen calls, set up conference/video calls, and route messages.
• Sort and deliver incoming mail; keep forms up-to-date; file and scan as requested.
• Track future appointments and coordinate training tasks for new hires.
• Maintain orderly record keeping and confidential account files; generate management reports.
• Coordinate travel arrangements, expense requests, and client/staff cards/gifts.
• Coordinate marketing materials and client events.

Skills

Oral and written communication

Attention to detail

Microsoft Office (Word, Excel, Outlook

Problem solving

Customer service

Deadline management

Adaptability to AI tools

Professional presence

Team collaboration

Education

High School Diploma

Associates degree or higher preferred

Tools

Microsoft Office Suite

Job description

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 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.

Primary Job Functions

• 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.

Meeting Coordination

• 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.

Education/Qualifications

• 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.

Comprehensive Benefits Offerings

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements

This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.