Administrative Assistant

Revolution Group | Omaha, Nebraska | Full-Time | In-Office Be the Welcoming Face and Voice of Revolution Group

ADMINISTRATIVE ASSISTANT
Revolution Group | Omaha, Nebraska | Full-Time | In-Office Be the Welcoming Face and Voice of Revolution Group

Revolution Group is looking for a friendly, professional, highly organized Admin Assistant who enjoys providing exceptional client service and keeping things organized behind the scenes.

This is a key client-facing position. You will be one of the first points of contact for clients and prospective clients, answering phones, greeting visitors, assisting with scheduling, and helping ensure every interaction with Revolution Group is warm, professional, and positive.

You will also provide important administrative and client-service support to our advisors and team, including account paperwork, client onboarding, documentation, follow-up, scheduling, CRM updates, and day-to-day office coordination.

The ideal candidate is warm, personable, and professional. You genuinely enjoy helping people, are comfortable answering phones and interacting with clients, and take pride in making people feel welcomed and taken care of. You are also highly organized, detail-oriented, dependable, and someone who follows through without needing constant reminders.

Financial-services experience is strongly preferred, but we are open to candidates with strong administrative and client-service experience in other professional environments.

• Answer incoming phone calls in a warm, friendly, and professional manner.
• Serve as an initial point of contact for clients, prospective clients, vendors, and other callers.
• Direct calls and questions to the appropriate team member.
• Take messages and ensure appropriate follow-up occurs.
• Greet clients and visitors and help create a welcoming, professional office environment.
• Respond to routine client requests and questions by phone, email, and in person.
• Help clients feel valued and well cared for from their first interaction with Revolution Group.
• Maintain professionalism and confidentiality when handling sensitive client information.

• Assist with new client onboarding and account-opening processes.
• Prepare, process, and track client account paperwork and required documentation.
• Assist with Schwab account paperwork and other custodian-related requests.
• Coordinate signatures, follow-ups, and outstanding items to keep client requests moving.
• Assist with account transfers, contributions, withdrawals, distributions, beneficiary changes, and other account-service requests.
• Coordinate with custodians, financial institutions, and other third parties as needed.
• Monitor the status of client requests and follow up until completion.
• Maintain accurate and complete client records.

• Schedule and confirm client meetings and calls.
• Manage calendars and meeting logistics.
• Prepare client files, documents, statements, reports, and other materials needed for meetings.
• Help ensure conference rooms and meeting spaces are prepared and professional.
• Assist with meeting follow-up and documentation.
• Coordinate internal schedules and help the team stay organized.

• Assist with administrative processes related to private investments and alternative investments.
• Prepare and coordinate subscription documents and related paperwork.
• Assist with capital call documentation and funding requirements.
• Track signatures, documents, funding, and outstanding items.
• Maintain organized records related to private investments.
• Communicate with clients and appropriate internal team members regarding outstanding items.

• Maintain accurate client information in…