Office Assistant

Job Description

Job Description

OFFICE ASSISTANT

Revolution Group | Omaha, Nebraska | Full-Time | In-Office

Be the Welcoming Face and Voice of Revolution Group

Revolution Group is looking for a friendly, professional, highly organized Office Assistant who enjoys providing exceptional client service and keeping things organized behind the scenes.

This is a key client-facing position. You will be one of the first points of contact for clients and prospective clients, answering phones, greeting visitors, assisting with scheduling, and helping ensure every interaction with Revolution Group is warm, professional, and positive.

You will also provide important administrative and client-service support to our advisors and team, including account paperwork, client onboarding, documentation, follow-up, scheduling, CRM updates, and day-to-day office coordination.

The ideal candidate is warm, personable, and professional. You genuinely enjoy helping people, are comfortable answering phones and interacting with clients, and take pride in making people feel welcomed and taken care of. You are also highly organized, detail-oriented, dependable, and someone who follows through without needing constant reminders.

Financial-services experience is strongly preferred, but we are open to candidates with strong administrative and client-service experience in other professional environments.

Client Service & Phone Support

• Answer incoming phone calls in a warm, friendly, and professional manner.

• Serve as an initial point of contact for clients, prospective clients, vendors, and other callers.

• Direct calls and questions to the appropriate team member.

• Take messages and ensure appropriate follow-up occurs.

• Greet clients and visitors and help create a welcoming, professional office environment.

• Respond to routine client requests and questions by phone, email, and in person.

• Help clients feel valued and well cared for from their first interaction with Revolution Group.

• Maintain professionalism and confidentiality when handling sensitive client information.

Client Support & Account Administration

• Assist with new client onboarding and account-opening processes.

• Prepare, process, and track client account paperwork and required documentation.

• Assist with Schwab account paperwork and other custodian-related requests.

• Coordinate signatures, follow-ups, and outstanding items to keep client requests moving.

• Assist with account transfers, contributions, withdrawals, distributions, beneficiary changes, and other account-service requests.

• Coordinate with custodians, financial institutions, and other third parties as needed.

• Monitor the status of client requests and follow up until completion.

• Maintain accurate and complete client records.

Client Meetings & Scheduling

• Schedule and confirm client meetings and calls.

• Manage calendars and meeting logistics.

• Prepare client files, documents, statements, reports, and other materials needed for meetings.

• Help ensure conference rooms and meeting spaces are prepared and professional.

• Assist with meeting follow-up and documentation.

• Coordinate internal schedules and help the team stay organized.

Private & Alternative Investment Support

• Assist with administrative processes related to private investments and alternative investments.

• Prepare and coordinate subscription documents and related paperwork.

• Assist with capital call documentation and funding requirements.

• Track signatures, documents, funding, and outstanding items.

• Maintain organized records related to private investments.

• Communicate with clients and appropriate internal team members regarding outstanding items.

CRM & Document Management

• Maintain accurate client information in the firm's CRM.

• Enter and update client information, activities, notes, and documentation.

• Maintain organized electronic client files and records.

• Upload and properly file client documents.

• Assist with DocuSign and electronic document workflows.

• Help ensure client records remain accurate, complete, and organized.

• Follow established procedures for documentation and recordkeeping.

Office & Administrative Support

• Provide administrative support to advisors and the broader Revolution Group team.

• Manage general office needs, supplies, and ordering.

• Help coordinate office vendors and service providers when needed.

• Maintain an organized, professional office environment.

• Assist with mail, scanning, copying, filing, shipping, and other administrative tasks.

• Help coordinate office meetings and internal events.

• Support special projects and other administrative needs as they arise.

• Be willing to jump in and help wherever needed to support the team and our clients.

What We're Looking For

We are looking for someone who combines excellent people skills with strong administrative and organizational abilities.

Required Qualifications

• 3+ years of experience in an administrative, client-service, office-support, reception, financial-services, or similar professional role.

• Warm, friendly, and professional personality.

• Excellent phone presence and communication skills.

• Strong written and verbal communication skills.

• Exceptional organization and attention to detail.

• Strong follow-through and ability to manage multiple priorities.

• Comfortable interacting with clients and professionals at all levels.

• Comfortable learning and using technology and new software systems.

• Dependable, punctual, and professional.

• Ability to handle confidential information with discretion.

• Ability to work independently while also being a strong team player.

• Ability to prioritize work and meet deadlines in a fast-paced environment.

• Genuine desire to help others and provide excellent client service.

Strongly Preferred

• Experience in financial services, wealth management, banking, insurance, accounting, or another professional-services environment.

• Experience working with Schwab or another investment custodian.

• Experience with financial-services CRM systems such as Redtail.

• Experience with DocuSign and electronic document-management systems.

• Experience processing account applications, transfers, contributions, withdrawals, or other financial account paperwork.

• Experience with private investments or alternative investment documentation.

• Notary Public certification is a plus.

The Person Who Will Thrive in This Role

• Enjoys people and naturally makes others feel welcome.

• Answers the phone with energy and professionalism.

• Takes pride in getting the details right.

• Is someone others can count on.

• Follows through without needing constant reminders.

• Notices when something needs to be done and takes care of it.

• Can switch between answering a phone call, helping a client, preparing paperwork, and supporting a team member without losing track of priorities.

• Is comfortable asking questions when they don't know something.

• Learns new systems and processes quickly.

• Prefers a team environment where everyone helps one another.

• Understands that small details can make a big difference in a client's experience.

What Success Looks Like

• Clients feel welcomed, valued, and taken care of.

• Phones are answered promptly and professionally.

• Client requests are handled accurately and followed through to completion.

• Account paperwork is completed correctly and on time.

• New client onboarding moves forward smoothly.

• Advisors and team members have the information and materials they need.

• Client records and documents are accurate and organized.

• Follow-ups don't get lost.

• The office is organized and professional.

• You communicate early when something is unclear or delayed.

• You become someone the entire team can rely on.

About Revolution Group

Revolution Group is a growing financial services firm headquartered in Omaha, Nebraska. Our team works across wealth management, family office services, business consulting, exit planning, and tax.

We are a team-based organization. Our clients have access to the entire team rather than relying on one individual, and every member of our team plays an important role in delivering an exceptional client experience.

Our culture is built around seven core values:

• Client First – Our clients are the heart of everything we do.

• Teamwork – Win together with grit and passion.

• Urgency – Move fast and make it happen.

• Execution – Deliver excellence.

• Communication – Early, clearly, honestly, and often.

• Problem Solving – Tackle challenges wisely.

• Accountability – Own it, and win it.

We are looking for someone who will embrace these values and contribute positively to our team.

Position Details

Position: Admin Assistant

Location: Omaha, Nebraska

Schedule: Full-Time, In-Office

Industry: Financial Services / Wealth Management

Compensation: Competitive and commensurate with experience.

Benefits

• Competitive health, dental and vision insurance

• Retirement plan

• Additional benefits and perks

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