Client‑Facing Administrative Assistant – Wealth Advisory (PTO)

Hendersoncountychamber; Hendersonville (NC); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

PTO provided

Job summary

Trailhead Financial Group is seeking an Administrative Assistant to be the first face clients encounter at our Hendersonville, NC office, with regular presence in Asheville one to two days per week.

You will support the advisory team and founder, ensuring smooth day-to-day operations, coordinating office functions across both locations, and assisting with client needs and logistics. This role emphasizes service, organization, and integrity.

Responsibilities

• Be the first face clients encounter at Trailhead Financial Group.
• Support client needs across Hendersonville and Asheville locations.
• Provide administrative support to Wealth Advisors and Founder.
• Coordinate travel between Hendersonville and Asheville as needed.

Job description

Trailhead Financial Group is seeking an Administrative Assistant to be the first face clients encounter at our Hendersonville, NC office, with regular presence in Asheville one to two days per week.

You will support the advisory team and founder, ensuring smooth day-to-day operations, coordinating office functions across both locations, and assisting with client needs and logistics. This role emphasizes service, organization, and integrity.