Client-Facing Administrative Assistant (Financial Services)

Trailhead Financial Group - Thrivent; Hendersonville (NC); On-site; USD 24,796 - 30,307; Full time

Job summary

Trailhead Financial Group in Hendersonville, NC seeks an Administrative Assistant to be the first face clients encounter. The role supports Wealth Advisors and the Founder from the Hendersonville office with weekly presence in Asheville.

Compensation is hourly with PTO; medical benefits are not provided. The position requires exceptional interpersonal skills, professional appearance, and strong organizational abilities to manage multiple priorities across two offices.

Qualifications

• Excellent interpersonal and written/verbal communication skills.
• Professional, polished appearance with client-facing demeanor.
• Strong organizational abilities with multiple priorities.
• Experience as a receptionist/front desk/administrative support.
• Familiarity with financial services or wealth management environments (preferred).
• Experience with calendar management tools and CRM platforms (preferred).
• Light social media posting support (preferred).
• Notary Public preferred (or willingness to obtain in first 90 days).

Responsibilities

• Welcome clients and guests at both Hendersonville and Asheville locations.
• Greet and direct clients to multiple advisors in a professional, warm manner.
• Represent Trailhead Financial Group at events and in the office.
• Open/close Hendersonville office and support Asheville operations during visits.
• Maintain organization and readiness of shared office space.
• Monitor advisor schedules and flag conflicts or gaps to leadership.
• Answer and route inbound calls; make outbound calls as directed.
• Receive, sort, and distribute mail; scan and file documents.
• Draft, format, and send emails for the team as requested.
• Assist Executive Assistant and provide coverage during absences.
• Support Marketing Director with social media posting as needed.
• Represent the company at select events and client-facing functions.

Skills

Interpersonal communication

Professional demeanor

Organizational skills

Microsoft Office Suite

Punctuality and attention to detail

Receptionist experience

Financial services familiarity

Calendar management tools

CRM familiarity

Social media literacy

Notary Public preferred

Tools

Microsoft Office Suite

CRM platforms

Job description

Trailhead Financial Group in Hendersonville, NC seeks an Administrative Assistant to be the first face clients encounter. The role supports Wealth Advisors and the Founder from the Hendersonville office with weekly presence in Asheville.

Compensation is hourly with PTO; medical benefits are not provided. The position requires exceptional interpersonal skills, professional appearance, and strong organizational abilities to manage multiple priorities across two offices.