Administrative Assistant / Receptionist

Wales Wealth Management Group; Saint Joseph (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Wales Wealth Management Group in Saint Joseph, MI, seeks an Administrative Assistant/Receptionist to be the first voice and face for clients, supporting daily operations and delivering an outstanding client experience. You will coordinate calendars for multiple advisors, manage client records, handle correspondence, and maintain an organized, professional office.

The role requires strong communication, attention to detail, and the ability to multi-task in a fast-paced wealth management

Qualifications

• Experience in receptionist, administrative assistant, customer service, or client-facing roles.
• Excellent verbal and written communication skills.
• Outstanding organizational and time management abilities.
• Attention to detail and accuracy in all tasks.
• Ability to manage multiple priorities independently.
• Professional appearance and demeanor aligned with wealth-management practices.
• Proficient with Microsoft Office; Salesforce experience a plus.

Responsibilities

• Welcome clients and visitors with professionalism and hospitality.
• Answer, screen, and direct incoming phone calls.
• Maintain a positive and professional first impression for all clients and guests.
• Document client communications and interactions accurately.
• Coordinate and manage calendars for multiple advisors, including scheduling client meetings.
• Prepare and process client correspondence and mailings.
• Sort, review, distribute, and process mail.
• Ensure office opening/closing procedures and conference rooms remain organized and client-ready.

Skills

Strong communication

Organization & time management

Detail-oriented

Multi-tasking

Professional demeanor

Education

Post-secondary education preferred

Tools

Microsoft Office (Outlook, Word, Excel)

Salesforce (plus)

Job description

Hours: Monday through Friday, 8:00 a.m. to 5:00 p.m. (1-hour lunch)

About Us

Wales Wealth Management Group is a growing, client-focused financial planning and wealth management firm dedicated to helping individuals, families, and business owners pursue their financial goals with confidence. We pride ourselves on delivering exceptional service, building lasting relationships, and creating an outstanding experience for every client who walks through our doors.

Position Overview

The Administrative Assistant/Receptionist is a highly visible, client-facing role responsible for supporting daily office operations and delivering an exceptional client experience. As the first voice clients hear and the first face they see, this individual sets the tone for every interaction with our firm.

This position supports advisors and team members by coordinating schedules, managing administrative processes, maintaining client records, and ensuring the office remains organized and client-ready. Success in this role requires excellent communication skills, strong attention to detail, a positive attitude, and the ability to manage multiple priorities in a fast-paced environment.

This position is employed by an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial.

Key Responsibilities

Client Service & Reception

• Welcome clients and visitors with professionalism and hospitality.
• Answer, screen, and direct incoming phone calls.
• Maintain a positive and professional first impression for all clients and guests.
• Document client communications and interactions accurately.

Office Administration

• Coordinate and manage calendars for multiple advisors including scheduling and confirming all client meetings.
• Prepare and process client correspondence, mailings, and other communications.
• Sort, review, distribute, and process incoming and outgoing mail.
• Responsible for office opening and closing procedures.
• Responsible for ensuring conference rooms, reception areas, and common spaces remain organized and client-ready.

Qualifications

• Prior experience in a receptionist, administrative assistant, customer service, hospitality, or client-facing role.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and work independently.
• Presents a professional demeanor and appearance consistent with a high-touch wealth management practice.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel. Salesforce experience a plus.
• Post-secondary education preferred
• 10+years of demonstrated success in a professional office environment.

What Makes You Successful

The ideal candidate:

• Enjoys building relationships and helping others.
• Takes pride in creating exceptional client experiences.
• Is proactive, dependable, and resourceful.
• Maintains confidentiality and professionalism.
• Thrives in a collaborative team environment.
• Can adapt quickly and stay organized while managing multiple responsibilities.

Why Join Wales Wealth Management Group?

• Work alongside a respected and growing wealth management team.
• Be part of a positive, collaborative, and client-centered culture.
• Build meaningful relationships with clients and colleagues.
• Contribute to a firm dedicated to helping clients achieve financial confidence and long-term success.
• Competitive compensation and benefits.