EntryLevel Operations Administrative Support

Overview

Position Overview:

We are seeking a detail-oriented, tech-savvy professional to join our team as an Operations & Administrative Support Specialist. In this role, you will be essential to the efficiency of our day-to-day operations—providing support to our Training Director, Managing Directors, and in-house specialists. Your responsibilities will include managing calendars, organizing data, and assisting with design, compliance, and focused initiatives to help ensure our team’s continued success.

• Growth-Oriented: We invest in your development—equipping you with tools, training, and opportunities to advance your career.
• Collaborative Team Culture: Join a supportive environment where everyone—from executives to support staff—works together to deliver exceptional client experiences.
• Real Impact:
  Be the backbone of seamless operations that allow our financial professionals to focus on serving clients and driving growth.
• Salary: $45,000–$55,000 per year, plus performance-based bonus
• Benefits: Medical, Dental, Vision, 401(k), and Vacation Days (based on seniority)
• Location: 411 Hackensack Ave, Hackensack, NJ (In person)

Wealth Bridge is widely respected for delivering exceptional resources and solutions in advanced planning, digital marketing, premium financing, and CPA partnerships. We believe in empowering our employees to learn quickly, grow continuously, and make a meaningful impact. Wealth Bridge Financial Group is an equal opportunity employer, committed to creating a diverse, inclusive workplace where everyone belongs.

• Manage scheduling and calendars, including client appointments and internal meetings
• Accurately handle data entry, recordkeeping, and administrative documentation
• Assist with office operations such as file organization and training tracking
• Support daily workflows using CRM systems, advanced planning tools, new business management platforms, and other internal systems
• Draft and prepare correspondence, reports, and digital communications
• Coordinate internal projects and support marketing initiatives in collaboration with our digital marketing team and in-house specialists

Essential Skills & Attributes:

• Technical Skills
  • Proficiency in Excel and MS Office (Word, Outlook, PowerPoint)
  • Familiarity with AI tools (e.g., automation, analytics tools, CRM platforms)
  • Computer literacy (data entry, digital documentation)
  • Basic understanding of scheduling and calendar tools
  • Comfortable learning new software quickly
• Soft Skills & Attributes
  • Strong organization and multitasking skills
  • Excellent time management and prioritization
  • Clear written and verbal communication
  • Adaptable and detail-oriented mindset
  • Collaborative, proactive, and client-focused

• Compensation: $45,000 - $55,000 yearly

Wealth Bridge is an equal opportunity employer, committed to creating a diverse, inclusive workplace where everyone belongs.