Administrative Assistant

Administrative Assistant – Client Operations

Are You the Person Everyone Can Count On?

Do you take pride in following through, staying organized, and making sure nothing falls through the cracks? Are you dependable, hardworking, loyal, and the type of teammate who steps in wherever needed without being asked twice? Do you genuinely care about doing things the right way and supporting the people around you?

If that sounds like you, we’d love to meet you.

At Revolution Group, we are looking for an Administrative Assistant who will become a critical part of our team and operations. This role is far more than answering phones or scheduling meetings — you’ll help keep our firm running smoothly, support our advisors and leadership team, assist with client service and investment operations, and help create an exceptional experience for the families we serve.

We are looking for someone who aligns with our core values, takes ownership of their work, communicates well, works hard, and wants to grow with a firm long-term.

We are a purpose-driven wealth management firm built differently than most firms in our industry. Our team is collaborative, growth-minded, and committed to excellence in everything we do. We believe in creating a positive and professional environment where great people can build meaningful careers.

• Dependability
• Integrity
• Follow-through
• Ownership
• Teamwork
• Continuous growth
• Putting clients first

We are not looking for someone who simply wants a job. We are looking for someone who wants to become an important part of a growing firm and contribute to something bigger.

As our Administrative Assistant, you’ll play a major role in keeping daily operations organized, efficient, and moving forward. Responsibilities will include a combination of administrative support, client service, operations, and investment processing support.

• Manage calendars, appointments, and scheduling for advisors and leadership
• Answer and route incoming calls professionally and warmly
• Send calendar invites and coordinate meetings
• Help organize internal workflows and operational processes
• Assist with office organization and administrative projects
• Maintain professionalism and confidentiality with sensitive information

• Assist with onboarding new clients and gathering required documents
• Prepare and process paperwork for alternative and private investments
• Send, monitor, and track electronic documents and signatures
• Upload and organize client documentation within CRM systems
• Monitor account processing, transfers, wires, and distributions with custodians
• Create and manage tasks and workflows within CRM systems
• Track investment paperwork and processing through internal systems and spreadsheets
• Help ensure paperwork accuracy and reduce processing errors

• Learn and utilize industry software and operational platforms
• Use CRM systems, custodial platforms, booking calendars, Microsoft Office, Adobe Acrobat, and electronic signature platforms
• Stay adaptable with new technology and evolving processes
• Continuously improve efficiency and organization within workflows
• Help identify opportunities to improve systems and processes

• Support advisors and team members wherever needed
• Help maintain a positive, professional, and team-oriented culture
• Take ownership of responsibilities and follow tasks through to completion
• Be willing to learn, adapt, and grow alongside the firm

The right person for this role is:

• Extremely dependable and trustworthy
• Organized and detail-oriented
• Loyal and team-focused
• Hardworking with strong follow-through
• Proactive and willing to take initiative
• Comfortable managing multiple responsibilities
• Professional in communication and appearance
• Coachable and eager to learn
• Calm under pressure and adaptable
• Positive and solutions-oriented

Most importantly, we are looking for someone who lives out values similar to ours and genuinely cares about doing great work and supporting the team.

• 3–5+ years of administrative or operations experience
• Experience working in a professional office environment
• St…