Administrative Assistant

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

The Midland, MI team is looking for an Administrative Assistant. The Administrative Assistant supports the Advisor Team by providing the highest level of service to customers, clients, and prospects as they call or visit the Wealth Enhancement Group (WEG) office. This individual also completes administrative requests for the advisory team. You will support the office and Lead Advisor by assisting with technology, providing project assistance, managing day-to-day office administrative tasks, and responding to ad hoc requests.

This is an on-site position. We are looking for someone available 30-40 hours per week, Monday-Friday, during regular business hours. (Employees working at least 30 hours per week are eligible for full-time benefits).

In the spirit of pay transparency, we are excited to share the pay range for this position is $21.00/hr to $25.00/hr, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Reception / Client Contact Duties

• Enthusiastically and promptly greet clients and guests, offer beverages as they await their appointment, and assist with jackets

• Answer incoming calls, route them appropriately, and respond to client requests

• Call clients to confirm and schedule meetings

• Maintain calendars and calendar reminders

• Maintain and order office supplies

• Update voicemails, when necessary, and maintain phone system

• Maintain multifunction printers; coordinate repairs when necessary

• Manage incoming and outgoing USPS, FedEx, and UPS deliveries

• Prepare and maintain the reception areas, all beverage stations, and office:

  - Lock and unlock front door

  - Turn all TVs on/off

  - Water plants and keep fresh flowers at front desk

  - Fill humidifier (if necessary)

  - Add paper to printers daily

  - Maintain cleanliness of restrooms (including upkeep of paper items)

  - Ensure dishes are clean and kitchen is properly maintained

  - Manage garbage and recycling collection

Administrative Duties

• Copy, file, and scan client files upon advisor request

• Handle administrative tasks for new client set up, beneficiary changes, change of address, correspondence, forms, etc.

• Deposit and record all incoming checks

• Other paperwork as requested by manager

• Schedule travel and lunch arrangement

• Maintain receipts expense report receipts through Concur system

• Order and maintain technology hardware as needed

• Provide support for onsite technology troubleshooting

Project Assistance

• Under the direction of your manager, assist with various office projects/spreadsheets as requested

Education/Qualifications

• High School Diploma/2-year degree preferred

• 2-5 years office/reception experience required

• Professional appearance; service oriented, positive attitude

• Excellent oral and written communication skills

• Detail oriented to complete paperwork

• Good working knowledge of Word, Excel, Outlook, and PowerPoint

• Ability to work as a team member

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the in