Administrative Assistant

Summary

Summary

This position provides administrative support to Inspired Wealth Advisors (IWA). This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Office Professional 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.

We value individuals who are task-oriented, detail-driven, tech-savvy, and self-motivated, with a strong sense of integrity, accountability, and leadership. This position requires someone who thrives in a team environment, enjoys working with people, and consistently holds themselves to high standards. The Administrative Assistant reports to and is employed by Inspired Wealth Advisors.

Compensation: $18-$25/hour, Total compensation package varies based on experience and team performance.

Benefits: 10 days of personal paid time off plus 10 national paid holidays. Retirement plan (Profit sharing) available after 2 years. Medical Reimbursement Account Available, but no formal health benefits provided.

This is an on-site, in person position. Hours are 8:30 AM – 5:30 PM with 1-hour lunch, Monday–Friday.

Our Culture at Inspired Wealth Advisors

We believe in excellence, integrity, and generosity—values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence.

At IWA, we:

• 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.
• Plan, coordinate, and execute 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 dedicated planning renewals, scanning, and sending Docu Signs.
• Organize client files and maintain compliance standards.
• Open and close the office daily.
• Maintain beverage center and tidy common spaces.
• Restock supplies and ensure a welcoming environment.
• Enter receipts and organize expenses.
• Monitor event spending and track campaign performance in CRM/Salesforce.
• Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.
• Regularly review and recommend improvements to office processes and systems.
• Other duties as assigned by financial advisors

Required:

• 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

Preferred:

• 3+ years of administrative or office management
• 1+ Years Event Planning
• 1+ Experience with CRMs (eg. 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…