Client Services Administrative Assistant – Office & Scheduling

Wealth Enhancement; Raleigh (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

Health Savings Account with employer"s

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs

PTO and holidays

Tuition/credential reimbursement

Job summary

Wealth Enhancement seeks an Administrative Assistant to support Financial Advisors and clients, handling reception, general office tasks, and coordination of office activities. You will assist with meetings, scheduling, travel, and expense processing, while maintaining organized files and preparing reports for management.

The role emphasizes professional communication, attention to detail, and proficiency with MS Office.

Qualifications

• High School Diploma is required; Associates Degree or higher is preferred.
• Professional presence; service oriented; positive and friendly attitude.
• Excellent oral and written communication skills to develop team and client relationships.
• Strong attention to detail and ability to meet deadlines.
• Proficient with Microsoft Office especially Word, Excel and Outlook.
• Good problem-solving skills and ability to work with deadlines.
• As AI technology evolves, continued learning and adaptation to new AI tools will be expected.

Responsibilities

• Provide office support, including typing and generating correspondence and general office documents.
• Handle telephone calls, schedule appointments and take messages.
• Serve as primary receptionist, screen calls, set up conference/video calls, and route messages.
• Sort and deliver incoming mail; keep forms up-to-date; file and scan as requested.
• Track future appointments and coordinate training tasks for new hires.
• Maintain orderly record keeping and confidential account files; generate management reports.
• Coordinate travel arrangements, expense requests, and client/staff cards/gifts.
• Coordinate marketing materials and client events.

Skills

Oral and written communication

Attention to detail

Microsoft Office (Word, Excel, Outlook

Problem solving

Customer service

Deadline management

Adaptability to AI tools

Professional presence

Team collaboration

Education

High School Diploma

Associates degree or higher preferred

Tools

Microsoft Office Suite

Job description

Wealth Enhancement seeks an Administrative Assistant to support Financial Advisors and clients, handling reception, general office tasks, and coordination of office activities. You will assist with meetings, scheduling, travel, and expense processing, while maintaining organized files and preparing reports for management.

The role emphasizes professional communication, attention to detail, and proficiency with MS Office.