Administrative Assistant — Client Services & Meetings

Wealth Enhancement Group, LLC; Raleigh (NC); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

PTO and holidays

Job summary

Wealth Enhancement is seeking an Administrative Assistant to support Financial Advisors and their clients through the client service model, with reception, general office work, and coordination of office activities.

Key requirements include a High School Diploma (Associates or higher preferred), excellent written and spoken communication, attention to detail, and proficiency with Microsoft Office. This full-time in-office role is based in Raleigh, NC, with comprehensive benefits.

Qualifications

• 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 work with deadlines.

Responsibilities

• Provide office support including typing, correspondence, forms, and general documents.
• Support for client meetings and reception; manage calls and scheduling.

Skills

Professional presence

Service oriented

Excellent communication

Attention to detail

Problem solving

Education

High School Diploma

Associates degree or higher preferred

Tools

Microsoft Office

Job description

Wealth Enhancement is seeking an Administrative Assistant to support Financial Advisors and their clients through the client service model, with reception, general office work, and coordination of office activities.

Key requirements include a High School Diploma (Associates or higher preferred), excellent written and spoken communication, attention to detail, and proficiency with Microsoft Office. This full-time in-office role is based in Raleigh, NC, with comprehensive benefits.