What are the responsibilities and job description for the Administrative Assistant position at Revision Wealth Management?
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.
polished experience.
external vendors.
escalated appropriately.
Administrative Operations
ensuring compliance with internal and regulatory standards.
ensure data integrity.
appointments, and tracking deadlines.
adheres to company standards.
Event Coordination and Logistics
ensuring every detail is addressed.
materials, equipment, and services for events.
within scope.
Vendor Relationship Management
may arise during the application process.
updates to relevant stakeholders.
coordinating welcome communications, and ensuring all account setups are
finalized without error.
business operations.
checklists or workflows to reduce errors and improve efficiency.
requirements.
Qualifications
Education and Experience
communications, or a related field preferred.
corporate or professional services environment.
Skills and Competencies
CRM systems.
to problem-solving.
diverse audiences.
and colleagues.
Professional Presentation
of the wealth management industry.
interactions and external events.
Work Environment
tasks.
Sample Key Performance Indicators (KPIs)
feedback.
Compensation and Benefits
Physical Requirements
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 without regard to
race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.
Submit your resume for consideration.