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 90,000 households from our over 175 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

Our Apple Valley, MN office is looking for an Administrative Assistant to support Financial Advisors and their clients through the client service model. You will provide administrative support including reception and general office work, including providing support to the advisors in coordination and execution of office activities and initiatives.

This is an on-site/in-office position. The schedule is Monday - Friday, 8:00am - 4:30pm central.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $26.00 to $29.00/hr (approx. $54,000 - $60,000/yr), exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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

• Call existing clients to schedule annual review meetings
  
• Handle incoming client calls for appointments and service needs
  
• Enthusiastically greet and welcome clients and prospects in for meetings
  
• Prepare and maintain beverage stations and obtain beverages for clients
  
• Manage incoming and outgoing USPS and UPS mail deliveries
  
• Ensure the reception and conference rooms are prepared for client visits
  
• Under the direction of your manager, assist with various office projects as requested
  
• Utilize Salesforce database to maintain client files including filing, copies, and data input
  
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs and vendor presentations to ensure up-to-date industry, product and company knowledge
  
• Other duties as assigned
  

Education/Qualifications

• Bachelor's degree preferred
  
• Professional presence; service oriented; positive and friendly attitude
  
• Excellent oral and written communication skills required to develop team and client relationships
  
• Strong attention to detail and process; Prioritizes completing accurate work
  
• Proficient with Microsoft Office especially Word, Excel and Outlook
  
• Good problem-solving skills: Ability to work with deadlines and prioritize tasks
  
• Ability to multitask in a fast-paced environment
  

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 as the Individual Contributor level is $42,500.00 to $63,750.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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 View phone number on click.appcast.io

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.