What are the responsibilities and job description for the Administrative Assistant position at Wealth Enhancement?
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 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.
Our Midland, MI team is looking for a Administrative Assistant to serve as the first contact with customers, clients, and prospects as they call or visit the office. The goal of the Administrative Assistant is to provide the highest level of customer service to those individuals.
This in an on-site position. The hourly target for this role is $17.00 - $24.00, depending on skills and experience.
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
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:
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.
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 75,000 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.
Our Midland, MI team is looking for a Administrative Assistant to serve as the first contact with customers, clients, and prospects as they call or visit the office. The goal of the Administrative Assistant is to provide the highest level of customer service to those individuals.
This in an on-site position. The hourly target for this role is $17.00 - $24.00, depending on skills and experience.
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
- Enthusiastically greet clients for meetings, announce their arrival, and provide a high level of customer service to both new and existing clients
- Handle incoming client calls for appointments and service needs
- Place outgoing calls to remind clients of upcoming appointments and provide scheduling updates
- Ensure the receptionist is proper for client visits
- Prepare and maintain beverage stations and obtain refreshments for clients
- Manage incoming and outgoing USPS, FedEx, and UPS deliveries
- Document processing, scanning, and copying
- Maintain office cleanliness; make sure dishes are clean and kitchen area is properly maintained
- Order various office supplies, client treats, etc.
- Special projects as assigned
- All other duties as assigned
- Strong interpersonal skills to develop team and client relationships required
- Previous receptionist, administrative, or office experience preferred
- Well-developed written and verbal communication skills, with the ability to successfully interact with people at all levels of the organization
- Detail-oriented, highly organized, and adaptable
- Good problem-solving skills; ability to work with deadlines and prioritize work
- Experience with Microsoft Office suite required
- Familiarity with Salesforce and Workday a plus
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 (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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.
Salary : $17 - $24
