What are the responsibilities and job description for the Administrative Assistant position at Wealth Strategies?
Overview
Wealth Strategies is a comprehensive financial planning firm dedicated to helping individuals and businesses achieve financial success. We are seeking a highly organized and proactive Administrative Assistant to support our team with office administration, client service, and operational coordination.
You are…
- Detail-oriented and highly organized.
- An excellent communicator, both written and verbal.
- A proactive problem solver who thrives in a fast-paced environment.
- Comfortable managing multiple priorities and working independently.
What you’ll be doing…
- Overseeing office administration, including managing supplies, office equipment, and mail distribution.
- Providing front desk support by greeting clients and candidates, coordinating communication, and ensuring excellent client service.
- Assisting advisors with scheduling, recruiting coordination, and general administrative support.
- Managing accounting data entry tasks, project coordination, and event planning to support business operations.
What we provide…
- A collaborative and growth-focused work environment.
- Professional development opportunities and mentorship.
- Competitive salary based on experience.
- Health and retirement benefits.
- Leadership and career development opportunities.
Requirements
- Must be a US citizen or permanent resident.
- Ability to handle confidential information with discretion.
- Experience in financial services or professional services industry is a plus.
- A four‐year college degree preferred
Who we are
Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and Utah, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals.
Industry
- Financial Services
Employment Type
- 4 Days/Week
Our Mission:
Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money".
