Client Experience Administrative Assistant

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

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