Administrative Assistant Job at Wealth Enhancement in Midland

Join to apply for the Administrative Assistant role 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 80,000 households from our over 140 offices nationwide. The Midland, MI team 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 who 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, 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. We’re big on open conversations, so let’s 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 Comprehensive Benefits Offerings 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 resourcesVoluntary 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 763‑417‑1700. 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, use the telephone and 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. Seniority level: Entry level Employment type: Full‑time Job function: Administrative IND123 #J-18808-Ljbffr