Client Services & Office Administrator

Wealth Enhancement Group; Raleigh (NC); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off and holidays

Tuition reimbursement

Parental leave

Flexible Spending Accounts

Job summary

Wealth Enhancement Group is seeking an Administrative Assistant to support Financial Advisors and clients with reception, scheduling, and coordination of office activities. You will prepare correspondence, manage calls, and maintain organized records and processes to ensure smooth daily operations.

The role requires a positive, client-focused attitude, strong communication, and detail orientation. Benefits include comprehensive health coverage, 401(k) with match, PTO and professional development

Qualifications

• High School Diploma is required.
• Associates degree or higher preferred.
• Excellent oral and written communication skills to develop team and client relationships.
• Proficient with Microsoft Office especially Word, Excel and Outlook.

Responsibilities

• Provide office support including typing and generating correspondence, forms, policies and general documents.
• Serve as primary receptionist; handle calls, schedule appointments and messages.
• Coordinate meetings, travel, agendas and minutes; prepare packets and exhibits.
• Assist with reporting for Management meetings and presentations.
• Support the administration of office activities, training tasks, and expense requests.

Skills

Office administration

Customer service

Communication

Organizational skills

Multitasking

Attention to detail

Education

High School Diploma

Associates degree or higher

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Wealth Enhancement Group is seeking an Administrative Assistant to support Financial Advisors and clients with reception, scheduling, and coordination of office activities. You will prepare correspondence, manage calls, and maintain organized records and processes to ensure smooth daily operations.

The role requires a positive, client-focused attitude, strong communication, and detail orientation. Benefits include comprehensive health coverage, 401(k) with match, PTO and professional development