Client-Facing Admin Assistant – Wealth Management

Revolution Group, LLC; Omaha (NE); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Additional benefits

Job summary

Revolution Group in Omaha, Nebraska, is seeking an Admin Assistant to be the welcoming face and voice of the firm. You will handle client communications, onboarding, and day-to-day office coordination in a fast-paced wealth-management environment.

The role emphasizes high-quality client service, accurate recordkeeping, and proactive support for advisors. Previous financial-services exposure is preferred, but strong admin experience in other professional settings is acceptable.

Qualifications

• 3+ years of experience in an administrative, client-service, office-support, reception, financial-services, or similar professional role.
• Warm, friendly, and professional personality.
• Excellent phone presence and communication skills.
• Strong written and verbal communication skills.
• Exceptional organization and attention to detail.

Responsibilities

• Answer incoming calls and greet clients in a warm, professional manner.
• Assist with onboarding, account paperwork, and documentation.
• Schedule client meetings and manage calendars and logistics.
• Maintain accurate client records in the CRM and file organization.
• Support advisers with office tasks, coordination, and project work.

Skills

Phone etiquette

Client service

Organization

Communication

Tools

DocuSign

Redtail CRM

Job description

Revolution Group in Omaha, Nebraska, is seeking an Admin Assistant to be the welcoming face and voice of the firm. You will handle client communications, onboarding, and day-to-day office coordination in a fast-paced wealth-management environment.

The role emphasizes high-quality client service, accurate recordkeeping, and proactive support for advisors. Previous financial-services exposure is preferred, but strong admin experience in other professional settings is acceptable.