Client-Focused Admin Assistant – Wealth Management Office

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

Benefits offered by this job

Competitive health, dental and vision

Retirement plan

Additional benefits and perks

Job summary

Revolution Group is seeking an Administrative Assistant in Omaha, Nebraska for a full-time, in-office role. You will be the welcoming face for clients, handle phones, scheduling, onboarding, and document management, and support advisors with day-to-day operations.

The position emphasizes client service, organization, confidentiality, and collaboration with the team to ensure smooth account workflows and timely responses to client requests.

Qualifications

• 3+ years in administrative, client-service, office-support or similar roles.
• Warm, friendly and professional demeanor.
• Excellent phone and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Answer calls, greet visitors, and maintain a welcoming office environment.
• Process client onboarding, paperwork, and documentation; update CRM.
• Schedule meetings, manage calendars, and prepare materials for discussions.
• Coordinate with custodians and financial institutions for account-related requests.
• Maintain accurate client records and ensure timely follow-ups.
• Support office operations and special projects as needed.

Skills

Customer service

Organizational skills

Communication skills

Professionalism

Tools

Redtail CRM

DocuSign

Schwab paperwork

Microsoft Office

Job description

Revolution Group is seeking an Administrative Assistant in Omaha, Nebraska for a full-time, in-office role. You will be the welcoming face for clients, handle phones, scheduling, onboarding, and document management, and support advisors with day-to-day operations.

The position emphasizes client service, organization, confidentiality, and collaboration with the team to ensure smooth account workflows and timely responses to client requests.