Administrative Assistant; Temporary; On-site

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices nationwide.

The Summit, NJ office is excited to welcome a temporary Administrative Assistant to our team. This onsite, Monday through Friday role ensures smooth day‑to‑day office operations and delivers a welcoming, professional experience for both clients and team members. The assignment is approximately 2–3 months in duration, with the possibility of extension based on business needs.

Hourly rate: $20.00 to $25.00 per hour, depending on experience.

• Serve as the first point of contact by greeting clients and visitors, answering and directing phone calls, and managing general inquiries.
• Maintain a professional, organized, and welcoming reception area and common office spaces.
• Manage daily mail operations including receiving, sorting, distributing, and coordinating outgoing shipments.
• Order and maintain office supplies, kitchen inventory, and general office needs.
• Support scheduling of meetings, conference rooms, and appointments.
• Provide administrative support to advisors and client service team members as needed.
• Assist with preparation of client meeting materials and basic document organization.
• Support data entry and updates within internal systems (CRM, tracking tools).
• Help coordinate internal meetings, team events, and general office logistics.
• Assist with ad hoc administrative projects and operational tasks.
• Help ensure a positive and seamless experience for clients visiting or contacting the office.
• Assist in responding to basic client requests and routing inquiries appropriately.
• Support follow‑up coordination to ensure timely responses and service completion.

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–3 years of administrative, receptionist, or office support experience preferred.
• Strong verbal and written communication skills with a professional demeanor.
• Highly organized with strong attention to detail and ability to multitask.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel).
• Experience with CRM systems (Salesforce or similar) is a plus.
• Background in financial services or professional services environment is a plus.

• Training and professional development.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Worker's compensation – employer paid.

Should you need reasonable accommodation during the application process or in the selection process, contact the Human Resources Department at 763‑417‑1700.

Wealth Enhancement is an equal opportunity employer, including disabled and veterans. This organization participates in E‑Verify. Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

OSHA requirements:
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, and use telephone and computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness.