Administrative Assistant

Summary

This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Administrative Assistant is the first point of contact for clients and team members, requiring a friendly, upbeat demeanor and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and operational tasks.

Compensation: $18-$20/hour depending on experience.
Benefits: 10 days of PTO + 8 national paid holidays.
Simple IRA plan available immediately. Health, dental and vision are negotiable.

Our Culture at Empower Financial Group:

• Lead with integrity:
  Trust is the foundation of everything we do.
• Serve with excellence:
  Every detail matters because our clients deserve the best.
• Work as a team:
  We win together and support each other every step of the way.
• Stay adaptable:
  No task is too small when it contributes to the client experience.
• Value people:
  We believe relationships matter—inside and outside the office.

• Answer phones, greet clients, manage email and postal mail.
• Schedule client appointments and maintain calendars.
• Prepare correspondence, reports, and routine office documentation.

• Assist with planning, coordinating, and executing client appreciation events, educational workshops, and community engagement activities.
• Manage event logistics (venue, catering, invitations, RSVPs, budgets).
• Support marketing initiatives, including social media posts, email campaigns, and promotional materials.
• Serve as a client concierge during events and ensure a seamless experience.

• Assist with meeting prep and follow-up.
• Handle filling out forms, scanning, and sending Docu Signs.

• Open and close the office daily.
• Maintain beverage center and tidy common spaces.
• Restock supplies and ensure a welcoming environment.

• Assist with entering receipts and organizing expenses.
• Assist with monitoring event spending and tracking campaign performance in Salesforce.
• Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.
• Regularly review and recommend improvements to office processes and systems.

• Minimum 2 years of professional administrative support experience in a business, nonprofit, or client‑facing environment.
• Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines.
• Demonstrated initiative, assertiveness, and ownership in prior roles.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platforms.
• Exceptional attention to detail and accuracy in all work.
• High integrity and ability to maintain confidentiality with sensitive information.
• Strong interpersonal skills and a positive, team‑oriented attitude.
• Excellent written and verbal communication skills.

• 3+ years of administrative or office management.
• 1+ experience with CRMs (e.g., Salesforce), Docu Sign, or similar platforms.
• Work experience in financial services, preferably at a wealth management or financial advisory firm.
• Experience with process documentation, SOP development, or process improvement projects.

• Client First Mindset:
  Anticipates and exceeds client needs with accuracy, care, and pride.
• Accountability & Ownership:
  Owns outcomes, honors commitments, and models transparency and responsibility.
• Attention to Detail & Quality:
  Delivers high‑quality, accurate work; sets the standard for excellence.
• Initiative & Assertiveness:
  Proactively solves problems, speaks up with ideas or concerns, and volunteers for new challenges.
• Communication:
  Communicates clearly, calmly, and professionally with all audiences.
• Adaptability:
  Flexible, embraces all tasks, and takes pride in every contribution.

• Must work with all roles of the team.
• Must represent the organization in work with external clients.
• Must cultivate and maintain relationships with outside organizations.

As part of the recruiting/hiring/contracting process, a background verification will be performed and fingerprints will be taken for FBI review.

All persons with access to Wealthscape are deemed Access Persons and must comply with the firm’s Code of Ethics, which requires that all outside brokerage accounts be maintained at the firm’s designated institution.