Administrative Assistant

Administrative AssistantAt 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 providerCoordinate 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.Qualifications:High school diploma or equivalent required; associate degree preferred.Exceptional customer service skills combined with professional phone etiquetteCandidates 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 discreetlyBenefits: 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