Administrative Assistant

About Wealth Enhancement Group

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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for an Administrative Assistant! In this role, you will provide support to Financial Advisors and their clients through the client service model. Additionally, you will provide administrative support including reception, general office work, and the coordination and execution of office activities and initiatives. This role is 100% in-office and is expected to work Monday – Friday, 8:30am to 4:30pm Pacific time.

The hourly compensation target for this role is $27.00 – $31.00 with full-time benefits and bonus potential.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

• Handle incoming client calls for appointments and service needs

• Enthusiastically greet and welcome clients and prospects in for meetings

• Prepare and maintain beverage stations and obtain beverages for clients

• Manage incoming and outgoing USPS and UPS mail deliveries

• Maintain office cleanliness and client preparedness

• Ensure the reception area is proper for client visits

• Under the direction of your manager, assist with various office projects as requested

• Maintain CRM database and client files including filing, copies and data input

• Participate in WEG trainings, educational events, coaching programs and vendor presentations to ensure up-to-date industry, product and company knowledge

• Call existing clients to schedule annual review meetings

• Accompany financial advisors in client/prospect meetings. Record, record notes, enter into CRM and manage follow-up with client and internal service team.

• Email management for select financial advisors.

• Other duties as assigned

Education/Qualifications

• High School Diploma is required; Associates Degree or higher is preferred

• Professional presence; service oriented; positive and friendly attitude

• Excellent oral and written communication skills required to develop team and client relationships

• Strong attention to detail and process; Prioritizes completing accurate work

• Proficient with Microsoft Office especially Word, Excel and Outlook

• Salesforce experience is preferred

• Good problem-solving skills; Ability to work with deadlines and prioritize tasks

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care and transit spending accounts

• Wellness programs and resources

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability – employer paid

• Employee assistance plan

• Accident and critical illness

• Pet insurance

• Identity theft

• Paid Time Off

• 12 paid holidays each year

• Paid parental leave and paid caregiver leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

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