Administrative Assistant; Temporary; On-site

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. With over 80,000 households served across more than 140 offices nationwide, we employ team-based Roundtable and Uni Fi processes to deliver unique financial plans and investment management services.

Our Summit, NJ office is welcoming a Temporary Administrative Assistant. The role ensures smooth day‑to‑day office operations and delivers a welcoming, professional experience for both clients and team members.

• 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 such as CRM and tracking tools.
• Help coordinate internal meetings, team events, and general office logistics.
• Assist with ad‑hoc administrative projects and operational tasks.

• Ensure a positive and seamless experience for clients visiting or contacting the office.
• Respond to basic client requests and route 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.

• Hourly rate: $20.00 to $25.00 per hour, depending on experience.
• Temporary role with potential for extension based on business needs; assignment duration approximately 2–3 months.
• Base salary range for the
  
  Career level:
  
  $42,500.00 to $63,750.00
  .
• Benefits include:
  • Training and professional development
  • 401(k) with match and profit sharing
  • Wellness programs and resources
  • Worker’s compensation (employer paid)

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Wealth Enhancement employs artificial intelligence tools for initial resume screening. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness.