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Wealth Enhancement · 1 day ago

Administrative Assistant

Midland, MI

Full-time

Onsite

Entry, Mid Level

$21/hr - $25/hr

2+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Administrative Assistant will support the Advisor Team by providing high-level service to clients and managing various administrative tasks, ensuring the smooth operation of the office.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Ann Peckskamp

Responsibilities

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

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

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

Qualification

Office administrationClient communicationTechnology troubleshootingMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointDetail orientedTeamworkPositive attitudeCommunication

Required

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

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees