Administrative Assistant
Bettendorf, IA - USA
Job Summary
At Khaliq Group Wealth Management we guide clients through every stage of their financial journey. We work exclusively with high-net-worth and ultra-high-net-worth individuals and families providing personalized relationship-driven wealth management services built on trust clarity and long-term partnership.
Our team is committed to understanding what matters most to our clients and delivering thoughtful tailored support to help them achieve their financial goals.
Position Summary:
Khaliq Group Wealth Management is seeking an organized detail-oriented and personable Administrative Assistant to serve as the first point of contact for clients prospects and visitors. Team member will play a vital role in maintaining an efficient professional and welcoming environment while providing administrative and operational support.
Responsibilities:
- Greet clients prospects and visitors professionally creating a welcoming first impression.
- Answer and manage incoming calls warmly; addressing inquiries route calls accurately take details messages coordinate appointments and scheduling maintain accurate records and provide administrative support to colleagues as needed.
- Collaborate with colleagues across the office and assist with administrative projects; such as marketing mailings client events branch operations managing calendar
- Oversee daily office administration maintain supplies and inventory manage office equipment and coordinate vendor services and facility maintenance.
- Coordinate new employee orientation and onboarding assist with HR administration maintain employee records and support ongoing employee needs.
- Assist with payroll processing with the external payroll provider
- Coordinate vendor relationships order office and business supplies and address equipment or facility-related issues.
- Maintain the confidentiality and accuracy of employee customer and business information.
- Perform other administrative and operational duties as needed to support the team.
- High school diploma or equivalent required; associate degree preferred.
- Exceptional customer service skills combined with professional phone etiquette
- Candidates must possess administrative and customer-facing/front-desk office experience in a professional environment with prior experience assisting with HR preferred.
- Experience in professional financial services wealth management or insurance environment is a plus.
- Proficiency in Microsoft Office including Word Excel and Outlook. Ability to learn propriety software systems such as contact management programs.
- Strong organizational time management and problem-solving skills with ability to prioritize tasks.
- Excellent written and verbal communication skills.
- Ability to handle confidential information discreetly
Health Insurance
Vision Insurance
Dental Insurance
Short Term Disability
Long Term Disability
Group Term life Insurance
Term Life & Whole Life Insurance
401k
Employee Assistance Program
Accident/Critical Care Insurance
Paid Time Off
We Make it Easy
Founded in 1901 MRA is a nonprofit employer association that serves more than 4000 employers covering more than one million employees.
As one of the largest employer associations in the nation MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services information education and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company not an agency recruiter.
Required Experience:
Junior IC
About Company
At MRA, we deliver best-in-class HR Services customized to meet your business needs – all at a price you can afford. Through our proven approach to HR excellence, we maintain a sole focus on delivering unmatched expertise and value to businesses – from small- to medium-sized businesse ... View more