Administrative Assistant

Who We Are

At Revision Wealth Management we are a premier wealth management firm specializing in

delivering high-touch, highly customized financial solutions. With two current branch locations,

and a team dedicated to serving high-net-worth and mass affluent clients, we strive for

operational excellence, innovation, relentless accuracy and client satisfaction.

Position Summary

The Administrative Assistant is a critical team member responsible for ensuring the seamless

execution of administrative, operational, and client-facing activities within the office. This role

requires a highly organized, detail-oriented professional with the ability to juggle multiple

priorities, maintain impeccable accuracy, and communicate effectively with internal and

external stakeholders. The Administrative Assistant will handle incoming and outgoing

communications, manage new business applications, coordinate event logistics, and oversee

vendor interactions while consistently delivering high-quality work that aligns with

organizational goals.

This individual must project a polished and professional image that reflects the high standards

of the wealth management industry. Professional attire and demeanor are non-negotiable, as

this role requires regular client interaction and representation of the firm’s values. The

Administrative Assistant reports directly to the Chief of Staff and works collaboratively across

departments, without supervisory responsibilities.

Key Responsibilities

Communication and Client Interaction

• Act as the first point of contact for incoming and outgoing calls, ensuring all

communications are handled promptly and with professionalism.

• Greet and assist clients and visitors to the office, ensuring an exceptional and

polished experience.

• Facilitate clear and concise communication between clients, internal teams, and

external vendors.

• Proactively follow up on client inquiries and ensure all concerns are addressed or

escalated appropriately.

Administrative Operations

• Process and review new business applications with a high level of accuracy,

ensuring compliance with internal and regulatory standards.

• Maintain meticulous records, update client information in CRM systems, and

ensure data integrity.

• Oversee calendar management, including scheduling meetings, coordinating

appointments, and tracking deadlines.

• Prepare internal and external correspondence, ensuring all documentation

adheres to company standards.

Event Coordination and Logistics

• Manage the setup, and breakdown of meetings, events, and presentations,

ensuring every detail is addressed.

• Collaborate with internal teams and external vendors to secure necessary

materials, equipment, and services for events.

• Monitor event timelines and communications to ensure all activities are executed

within scope.

Vendor Relationship Management

• Serve as a liaison between advisors, clients, and custodians to resolve issues that

may arise during the application process.

• Proactively track the status of all new business submissions, providing timely

updates to relevant stakeholders.

• Assist in onboarding new clients by preparing necessary documentation,

coordinating welcome communications, and ensuring all account setups are

finalized without error.

• Develop and refine processes to improve the efficiency and accuracy of new

business operations.

• Provide regular audits of active applications to identify trends and recommend

checklists or workflows to reduce errors and improve efficiency.

• Safeguard confidential information, adhering to all company policies and legal

requirements.

Qualifications

Education and Experience

• High school diploma required, associate or bachelor’s degree in business administration,

communications, or a related field preferred.

• Minimum 3 years in a similar administrative or client-facing role, preferably in a

corporate or professional services environment.

• Proven experience with event coordination, vendor management, or reporting.

Skills and Competencies

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and

CRM systems.

• Strong organizational skills with exceptional attention to detail and a proactive approach

to problem-solving.

• Excellent written and verbal communication skills, with the ability to tailor messaging to

diverse audiences.

• High emotional intelligence, professionalism, and the ability to build rapport with clients

and colleagues.

Professional Presentation

• Must maintain a polished and professional appearance that reflects the high standards

of the wealth management industry.

• Demonstrated ability to represent the firm confidently and professionally in all client

interactions and external events.

Work Environment

• Dynamic and fast-paced professional office setting.

• Occasional early mornings, evenings, or weekends required for event support or urgent

tasks.

Sample Key Performance Indicators (KPIs)

• Maintain 99% or higher accuracy in all application processing and reporting tasks.

• Achieve a 24-hour response time for client inquiries and vendor communication.

• Ensure 100% compliance with regulatory and internal application standards.

• Build strong relationships with internal and external stakeholders, reflected in positive

feedback.

Compensation and Benefits

• Competitive salary and bonus structure.

• Opportunities for professional growth and leadership development.

• Travel opportunities between branch locations.

Physical Requirements

• Ability to lift and move objects up to 25 pounds.

• Frequent sitting, standing, and walking required.

This job description is intended to provide a general overview of the responsibilities and

requirements of the position. It is not an exhaustive list of duties, and additional tasks may be

assigned by leadership as necessary to meet organizational goals and objectives.

Equal Opportunity Statement

Revision Wealth Management is committed to fostering a diverse and inclusive workplace. We

provide equal employment opportunities to all employees and applicants.

Submit your resume for consideration.