Administrative Assistant

About Wealth Enhancement

Wealth Enhancement is an independent wealth‑management firm dedicated to enriching the lives of our clients. With over 80,000 households served from more than 140 offices nationwide, we offer personalized financial planning and investment management through our team‑based Roundtable and Uni Fi processes. For more information, visit

Support our Financial Advisors and the client service model by providing comprehensive administrative and front‑desk assistance. This on‑site, Monday‑Friday position requires a professional, service‑oriented individual who can manage client interactions and office operations efficiently.

• Call existing clients to schedule annual review meetings.
• Handle incoming client calls for appointments and service needs.
• Enthusiastically greet and welcome clients and prospects in for meetings.
• Prepare and maintain beverage stations and obtain beverages for clients.
• Manage incoming and outgoing USPS and UPS mail deliveries.
• Ensure reception and conference rooms are prepared for client visits.
• Assist with various office projects as requested under the direction of the manager.
• Utilize Salesforce to maintain client files, including filing, copies, and data entry.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and vendor presentations to keep up‑to‑date knowledge of industry, products, and company offerings.
• Perform other duties as assigned.

• Bachelor’s degree preferred.
• Minimum 8+ years of full‑time work experience.
• Professional presence; service‑oriented; positive and friendly attitude.
• Excellent oral and written communication skills.
• Strong attention to detail and process orientation; prioritizes completing accurate work.
• Proficient with Microsoft Office, especially Word, Excel, and Outlook.
• Problem‑solving skills, ability to meet deadlines, and prioritize tasks.
• Ability to multitask in a fast‑paced environment.

Base salary range: $24.00–$28.00 per hour (approx. $50,000–$58,000 per year). Eligible for an annual bonus. Comprehensive benefits include medical, dental, and vision coverage;
Health Savings Account (HSA) with employer contribution;
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses; life and AD&D insurance (employer paid and voluntary); short‑term and long‑term disability, and workers’ compensation (employer paid); 401(k) with matching and profit sharing; wellness programs and resources; voluntary pet insurance; 18 days of paid time off (accrued to 25 after 4 years of service); 12 paid holidays annually; paid parental and caregiver leave;

tuition reimbursement after meeting service requirements.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.