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 Uni Fi 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 140+ offices nationwide.

You will provide administrative support to Financial Advisors and their clients, including reception duties, general office work, and coordination of office activities and initiatives.

This is an on‑site/in‑office position. The schedule is Monday – Friday, 8:00 am – 4:30 pm Central. In the spirit of pay transparency, the base salary range for this position is $24.00 to $28.00 /hr (approx. $50,000 – $58,000 /yr), exclusive of bonuses and benefits. The role is also eligible for an annual bonus.

• 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 the reception and conference rooms are prepared for client visits
• Assist with various office projects as requested, under the direction of the manager
• Utilize Salesforce database to maintain client files, including filing, copies, and data input
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and vendor presentations to ensure up‑to‑date industry, product, and company knowledge
• Other duties as assigned

• Bachelor's degree preferred
• 8+ years of full‑time work experience required
• Professional presence; service‑oriented; positive and friendly attitude
• Excellent oral and written communication skills required to develop team and client relationships
• Strong attention to detail and process; prioritizes completing accurate work
• Proficient with Microsoft Office, especially Word, Excel, and Outlook
• Good problem‑solving skills: ability to work with deadlines and prioritize tasks
• Ability to multitask in a fast‑paced environment

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 as the Individual Contributor level is $42,500.00 to $63,750.00.

However, the base salary range bolded above is what we expect to pay as a starting range for this position.

• 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
• 401(k) 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 predetermined 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763‑417‑1700.

Information provided on this application will be kept confidential and only be shared with those involved in the…