Administrative Assistant

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 80000 households from our over 140 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 .

The Midland MIteam is looking for an Administrative Assistant. The Administrative Assistant supports the Advisor Team by providing the highest level of service to customers clients and prospects as they call or visit the Wealth Enhancement Group (WEG) office. This individual also completes administrative requests for the advisory team. You will support the office and Lead Advisor by assisting with technology providing project assistance managing day-to-day office administrative tasks and responding to ad hoc requests.

This is an on-site position. We are looking for someone available 30-40 hours per week Monday-Friday during regular business hours. (Employees working at least 30 hours per week are eligible for full-time benefits).

In the spirit of pay transparency we are excited to share the pay range for this position is $21.00/hr to $25.00/hr exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Primary Job Functions

Reception / Client Contact Duties

• Enthusiastically and promptly greet clients and guests offer beverages as they await their appointment and assist with jackets

• Answer incoming calls route them appropriately and respond to client requests

• Call clients to confirm and schedule meetings

• Maintain calendars and calendar reminders

• Maintain and order office supplies

• Update voicemails when necessary and maintain phone system

• Maintain multifunction printers; coordinate repairs when necessary

• Manage incoming and outgoing USPS FedEx and UPS deliveries

• Prepare and maintain the reception areas all beverage stations and office:

  - Lock and unlock front door

  - Turn all TVs on/off

  - Water plants and keep fresh flowers at front desk

  - Fill humidifier (if necessary)

  - Add paper to printers daily

  - Maintain cleanliness of restrooms (including upkeep of paper items)

  - Ensure dishes are clean and kitchen is properly maintained

  - Manage garbage and recycling collection

Administrative Duties

• Copy file and scan client files upon advisor request

• Handle administrative tasks for new client set up beneficiary changes change of address correspondence forms etc.

• Deposit and record all incoming checks

• Other paperwork as requested by manager

• Schedule travel and lunch arrangement

• Maintain receipts expense report receipts through Concur system

• Order and maintain technology hardware as needed

• Provide support for onsite technology troubleshooting

Project Assistance

• Under the direction of your manager assist with various office projects/spreadsheets as requested

Education/Qualifications

• High School Diploma/2-year degree preferred

• 2-5 years office/reception experience required

• Professional appearance; service oriented positive attitude

• Excellent oral and written communication skills

• Detail oriented to complete paperwork

• Good working knowledge of Word Excel Outlook and PowerPoint

• Ability to work as a team member

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42500.00 to $ the pay rate range bolded above ($21.00/hr to $25.00/hr) is what we expect to pay as a starting range for this position.

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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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical dental and vision coverage (Available to full-time 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)

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

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 may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.