Administrative Assistant

About the Company

At Opulence Wealth Management, we believe wealth is more than numbers. It’s about creating a life of intention, freedom, and legacy. We are a premiere wealth management firm serving high-performing individuals, including athletes, veterans, professionals, and entrepreneurs. Our clients understand that success is built through discipline, structure, and consistency. Our role is to bring that same level of execution to their financial lives, while helping them make decisions that sustain success long after the spotlight fades.

Our standard is simple: elite execution, exceptional service, and disciplined consistency. We don’t just manage wealth. We help our clients redshirt their regrets and build an opulent future.

We are seeking an Administrative Assistant who thrives in a structured, high-performance environment and takes ownership of their role. This position is mission-critical to delivering a premiere client experience and maintaining the operational discipline that defines our firm. This is not a passive support role. This is for someone who takes pride in precision, values accountability, and understands that excellence is built through consistent execution of the fundamentals.

• Serve as the front line of the firm—professional, composed, and prepared
• Coordinate, schedule, and prepare for all client meetings with precision
• Ensure every interaction reflects organization, intention, and high standards
• Proactively follow up and communicate—nothing is missed, nothing is delayed
• Operate with Discipline & Precision
• Manage advisor calendars, priorities, and daily workflow with structure
• Prepare client materials, reports, and documentation with accuracy
• Maintain organized, up-to-date, and confidential client records within CRM systems
• Handle sensitive financial information with the highest level of discretion
• Drive Consistent Execution
• Support onboarding of new clients (account setup, transfers, compliance)
• Coordinate with custodians and partners to execute client requests efficiently
• Track all tasks and ensure completion
• Identify inefficiencies and help improve systems and processes over time
• Support a Mission-Driven Team
• Assist with client events, presentations, and outreach
• Contribute to a culture built on accountability, preparation, and continuous improvement

• 1–3+ years of administrative or client service experience (financial services preferred)
• Strong organizational and time management skills
• Proficiency with Microsoft Office (Word, Excel, Outlook); CRM experience a plus
• Ability to manage multiple priorities while maintaining high standards
• High level of discretion, professionalism, and reliability

• Disciplined – You follow through, every time
• Detail-oriented – You take pride in getting the small things right
• Accountable – You own your responsibilities without excuses
• Proactive – You anticipate needs and act without being told
• Composed – You operate with professionalism under pressure
• Service-driven – You understand the importance of a premiere client experience

• Experience working with high-net-worth clients, athletes, veterans, or professionals
• Familiarity with custodians (LPL, Schwab, Fidelity, etc.)
• Interest in building a long-term career within wealth management

Salary ranging between $55,000 - $70,000. Opportunities for advancement and professional development. Additional benefits include health insurance, flexible PTO, retirement plan with a match, and performance-based bonus.

At Opulence Wealth Management, we operate with intention, discipline, and high standards. If you are looking for a role where your work matters, your execution is valued, and your drive for being part of a premier organization is important to you—this is the opportunity.