Administrative Assistant

Summary

Job Description

Our Culture at Inspired Wealth Advisors

We believe in excellence integrity and generosityvalues that guide every interaction with our clients and each other. Our team thrives on collaboration accountability and a commitment to doing the right thing even when no one is watching. We serve with purpose embrace continuous learning and celebrate the joy of helping others achieve financial clarity and confidence.

At IWA we:

• Lead with integrity: Trust is the foundation of everything we do.
• Serve with excellence: Every detail matters because our clients deserve the best.
• Work as a team: We win together and support each other every step of the way.
• Stay adaptable: No task is too small when it contributes to the client experience.
• Value people: We believe relationships matterinside and outside the office.

Position Roles/Responsibilities/Accountabilities

• Answer phones greet clients manage email and postal mail.
• Schedule client appointments and maintain calendars.
• Prepare correspondence reports and routine office documentation.
• Plan coordinate and execute client appreciation events educational workshops and community engagement activities.
• Manage event logistics (venue catering invitations RSVPs budgets).
• Support marketing initiatives including social media posts email campaigns and promotional materials.
• Serve as a client concierge during events and ensure a seamless experience.
• Assist with meeting prep and follow-up.
• Handle dedicated planning renewals scanning and sending DocuSigns.
• Organize client files and maintain compliance standards.
• Open and close the office daily.
• Maintain beverage center and tidy common spaces.
• Restock supplies and ensure a welcoming environment.
• Enter receipts and organize expenses.
• Monitor event spending and track campaign performance in CRM/Salesforce.
• Develop document and update standard operating procedures (SOPs) for recurring tasks and workflows.
• Regularly review and recommend improvements to office processes and systems.
• Other duties as assigned by financial advisors

Position Qualifications

Required:

• Minimum 2 years of professional administrative support experience in a business nonprofit or client-facing environment
• Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines
• Demonstrated initiative assertiveness and ownership in prior roles
• Proficient with Microsoft Office Suite (Word Excel Outlook PowerPoint) CRM systems and social media platforms
• Exceptional attention to detail and accuracy in all work
• High integrity and ability to maintain confidentiality with sensitive information
• Strong interpersonal skills and a positive team-oriented attitude
• Excellent written and verbal communication skills

Preferred:

• 3 years of administrative or office management
• 1 Years Event Planning
• 1 Experience with CRMs (eg. Salesforce) DocuSign or similar platforms
• Work experience in financial services preferably at a wealth management or financial advisory firm
• Experience with process documentation SOP development or process improvement projects

Competencies

• Client First Mindset: Anticipates and exceeds client needs with accuracy care and pride.
• Accountability & Ownership: Owns outcomes honors commitments and models transparency and responsibility.
• Attention to Detail & Quality: Delivers high-quality accurate work; sets the standard for excellence.
• Initiative & Assertiveness: Proactively solves problems speaks up with ideas or concerns and volunteers for new challenges.
• Communication: Communicates clearly calmly and professionally with all audiences.
• Adaptability: Flexible embraces all tasks and takes pride in every contribution.

External/Internal Dependencies

• Must be able to work with all roles of the IWA Team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of IWAs recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.