Team Assistant
Weiner Benefits Group
3 weeks ago Be among the first 25 applicants Weiner Benefits Group, founded in 1938 and based in Wilmington, Delaware, is a respected independent financial services firm specializing in specializing in employer sponsored retirement plans and individual wealth management advisory . Our team partners with individuals, businesses, and plan sponsors to deliver personalized 401(k) planning, fiduciary guidance, investment strategy, and ongoing service. Through decades of experience, we build trusted relationships and offer proactive financial advice tailored to clients’ long-term goals and regulatory requirements. Responsibilities: Weiner Benefits Group is currently recruiting a Registered Assistant. This is a 40-hour/week position that is currently a hybrid of virtual and in person/office. Start/end times are flexible within an 8-hour workday. To perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The Registered Assistant will serve as direct support to their assigned Advisor. The Registered Assistant (RA) supports Wealth Management activities and Employer-Sponsored Plan clients. This dual-focused role combines client-facing service, licensed transaction execution, and financial planning support under the guidance of the Advisor and in coordination with the Account Executive. Work closely with Account Executive & Advisor to ensure seamless client experience and shared accountability for Individual Wealth Clients & Group Retirement Clients. Manage and coordinate all aspects of the assigned Advisor’s book of business including but not limited to: Support onboarding & data collection: Guide clients in gathering financial documents and conduct interviews on income, goals, and risk tolerance. Analysis and report: Prepare performance reports, cash-flow models, and benchmarking. Monitor market trends: Stay current on economic and legislative changes; recommend updates. Recommend strategies: Research suitable investments under Advisor oversight; update plans after life or market shifts. Execute transactions: Process trades, open accounts, and perform quarterly portfolio reviews (requires Series 7/66 or 63/66 + insurance licenses). Present to clients: Assist with 1:1 meeting, workshops, and follow-up. Assist AE with group tasks: Assist in group retirement operations, including quarterly reviews, quoting, education, plan service provider transfer, new plan set up & takeovers Provide seminar support: Support in seminar/webinar sessions and follow-ups in coordination with AE. Support rollouts: Help with data collection, vendor coordination, paperwork, census uploads, and compliance. Meeting Preparation: Work closely with AE & CSA—share materials, prepare joint meeting agendas. Produce meeting notes: Attend planning sessions, document action items, and manage follow-ups. Flag issues: Identify policy exceptions or compliance concerns—for AE/advisor review. Elevate strategic or design-level decisions to the Advisor. Assist with processing as directed by Advisor. Build client relationships: Cultivate new WM client relationships in coordination with the Advisor. Main client relationships- Support in maintaining long-standing WM client relationships in coordination with the Advisor. Work with Account Executive to implement checklists and document best practices to enhance efficiency. Provide backup if AE is unavailable, ensuring Group Retirement service and task continuity. Actively participate in team huddles, ensuring insight into both 1:1 financial planning and group plan activities. Any other duties as assigned Weiner Benefits Group prides itself on customer service and the quality of the material it provides for its customers. The accuracy of documents produced in the office to be distributed to clients as well as the timeliness of services provided to the clients is vital to the continued success of the firm in realizing its mission and vision for the future. Qualifications: A minimum of 2 years' experience in the wealth management and retirement plan services field, preferably as a Financial Assistant, Paraplanner or Registered Assistant Proven ability to deliver quality and detailed work products Proficiency in Microsoft Office products or similar platform Excellent written and verbal communication skills, with the ability and confidence to communicate at all levels of the organization, including C-Suite and VP levels Series 6/63 and/or 7/66 (preferred) and insurance licenses. Strong analytical, communication, and client-facing abilities. Proficient in financial reporting and CRM systems (e.g., MoneyGuidePro, Redtail, Nitrogen, RPAG, WMP) Ability to work effectively in a team environment Ability to work effectively in a virtual environment and with little supervision Preferred Qualifications Previous experience working within the financial services industry Physical Requirements Regularly required to sit, stand, walk, talk, listen, operate a computer, hand-held devices, and other office equipment, reach with hands and arms, and must occasionally lift and/or move up to 10 pounds. WEINER BENEFITS GROUP IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status or protected veteran status. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Administrative Industries Insurance Referrals increase your chances of interviewing at Weiner Benefits Group by 2x Get notified about new Registered Assistant jobs in Wilmington, DE . MEDICAL ASSISTANT (FT; 40hrs/wk, Rotating) - Temple Physicians, Inc., @READYCARE, Cottman Avenue MEDICAL ASSISTANT (FT; 40hrs/wk) - Temple Health, Chestnut Hill Hospital Certified Medical Assistant Fairfax/Wilmington DE MEDICAL ASSISTANT (FT; 40hrs/wk) - Temple Health/Chestnut Hill Hospital Medical Assistant (FT; 40hrs/wk) - Temple/Chestnut Hill Hospital, Family Care Associates at Wyncote MEDICAL ASSISTANT (FT; 40hrs/wk) - Temple Health, Chestnut Hill, Manayunk Certified Medical Assistant Fairfax Wilmington DE Certified Medical Assistant Pike Creek \ Wilmington DE Philadelphia, PA $17.00-$25.00 22 hours ago Certified Medical Assistant New Castle DE Philadelphia, PA $20.00-$25.00 1 month ago Nursing Assistant - Med Surg/Telemetry Unit Registered Nurse - Clinical Informatics Manager Certified Registered Medical Assistant FT 40hrs 8a-4:30p Oncology Infusion / Radiation FCCC Buckingham satellite location in Doylestown Certified Medical Assistant Kirkwood - Wilmington DE Philadelphia, PA $23.00-$25.00 1 month ago Certified Medical Assistant HCCC|Newark DE We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
- ...Job TitleLegal Administrative SupportJob DescriptionIf selected for this position, you will join a well-respected team that is responsible for legal administrative support. At the full performance level, you will provide a variety of legal and technical support services...SuggestedWork at office
Department of Justice
Wilmington, DE3 days ago - ...a full-time Receptionist in our Wilmington, DE office to support calls for all firm offices. You will handle multi-line Teams phone system, assist with mail, packages, and general administrative tasks under the direction of Team Leads or Attorneys. The ideal candidate...SuggestedFull timeWork at office
- ...II), Wilmington -The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary... ...critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers,...SuggestedFull timeWork at officeWork from homeShift workDay shift
- Summary For more information on the Department of Justice and the United States Attorneys' Offices, visit As needed, additional positions may be filled using this announcement. US Government JobsSuggested
- ...experience is defined as experience performing the following types of duties: performing routine litigation support assignments such as assisting with organizing case information (i.e., scanning and creating CDs); organizing case documents for trial such as exhibits and...Suggested
- ...partnerships and maximizing efficiency for executive level leaders? If so, please follow the link and apply to join our team!As a Senior Executive Assistant in the Commercial and Investment Bank, you will partner with one or more executives managing demanding and dynamic...Work at officeLocal area
Chase
Wilmington, DE3 days ago $35 - $38 per hour
...Kelly Services is seeking an experienced Executive Administrative Assistant to support senior scientific leadership in a professional... ...skills. Ability to work independently while also being a strong team player. Comfortable working with individuals from diverse backgrounds...Hourly payContract workTemporary workPart timeWork at officeFlexible hours$90k - $100k
...Enters attorneys' time records, submits expense reports and assists with processing and payment of vendor invoices. Collaborates... ...reports Business Development meetings and activities to the BDM team. Assists with Charitable Donation Requests, ensuring the proper...Work at officeLocal areaRemote workShift work$42.43k
...equipment and supply utilization, to ensure smooth and efficient office operations. Performs basic bookkeeping and invoicing to assist the Accountant II and manages the work order database which initiates and tracks work orders and maintains inventory records as well...Full timeTemporary workWork at officeLocal area$20 - $23.23 per hour
VARITE INC in Wilmington, DE, is seeking an Administrative Assistant I to support the Legal Department in a hybrid setting (3 days in office, 2 days remote). The role runs 12 months with a pay rate of $20.00-$23.23 per hour on a U.S. W2 basis. Responsibilities include handling...Hourly payContract workWork at officeRemote work$60k - $75k
Overview Large Wilmington law firm seeks a practice coordinator to assist in the firm\'s Intellectual Property department. Base pay range $60,000.00/yr - $75,000.00/yr Direct message the job poster from Kruza Legal Search Responsibilities Coordinate daily operations of...Full time$20.54 per hour
...Position Type Position Type Part-Time Summary Statement An incumbent is responsible for coordinating a variety of activities and assisting the Director of Workforce Development and Community Education in the administration of the functions of the Division. Nature and...Temporary workPart timeWork at officeMonday to Friday- Delaware Technical Community College is seeking a part-time Administrative Assistant to provide high-level administrative support to the Allied Health and Science departments. This role serves as the primary point of contact for students, faculty, and community partners...Part time
- Job Overview As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary account types. You will ensure client satisfaction of trust beneficiaries and referring financial advisors in ...Work experience placement
$42.43k
...appropriate facilities maintenance staff. In addition, the incumbent will perform basic bookkeeping duties and invoicing as required to assist the Business Services Division's Accountant II. Nature and Scope An incumbent reports to the Director of Campus Facilities and...Full timeTemporary workWork at officeLocal area- ...Administrative Assistant Mid-Atlantic Services, A-Team Corp. provides janitorial and environmental services to commercial and state buildings throughout the state of Delaware. This woman-owned business has been operating for over 40 years. If you are hard-working,...Hourly payWork at officeMonday to FridayFlexible hours
$40 per hour
Our Chapter is seeking a part-time Administrative Assistant to support the Executive Committee and Sub Committees in serving its Chapter Members. A 1-year contract to serve, approximately 15 - 20 hours per month at a rate of $40 per hour, has been funded by an APA Chapter...Hourly payContract workPart timeRemote work$19.36 per hour
...will Monday-Friday , up to 29 hours per week. Salary $19.36 hour Classification Information Classification Title Administrative Assistant Job Code 4105 (FT), 4605 (PT) FLSA Non-Exempt Position Pay Grade B/C 10 Position Type Part-Time Summary Statement An incumbent...Temporary workPart timeWork at officeMonday to Friday- ...Executive AssistantQnity's Finance team is seeking a highly organized and detail-oriented Executive Assistant to provide comprehensive administrative support to the Qnity's Finance leadership team. This role requires a proactive individual with strong communication skills...
DuPont
Wilmington, DE2 days ago - Professional Administrative Services, LLC | Part time Administrative Assistant Wilmington, United States | Posted on 10/01/2020 ESSENTIAL DUTIES AND RESPONSIBILITIES. Answer phones and greet visitors Schedule appointments and maintain calendars. Schedule and coordinate...Part time
- ...Legal Administrative Assistant We are seeking a highly organized and detail-oriented Legal Administrative Assistant to support a busy... ...Prepare expense reports and reimbursement requests. Assist team members with special projects, track deadlines, and perform general...Work at officeLocal area
- ...ranked Freire Schools in the top 15 in the country for academic gains out of 368 charter networks nationwide. About The Team For this Administrative Assistant position, you’ll be working for our high school in Wilmington, Delaware called Freire Charter School Wilmington (8...Work at office
- Job Title Job Duties Creates official agency word processing documents; creates and maintains agency databases typically using Access or similar software packages; creates and maintains spreadsheets; creates original presentations using software packages. Serves...Work at office
- A local government entity in Wilmington is seeking a Human Resources Office Assistant to support their dynamic HR team. Responsibilities include answering phones, managing performance evaluations, and providing clerical support in a busy office. The ideal candidate will...Work at officeLocal area
- ...A leading benefits services organization is seeking a Senior Administrative Assistant to support executives and manage communications, reporting, and project management tasks. The ideal candidate has over 6 years of administrative experience, demonstrating excellent organizational...Remote work
Recruit Monitor
Wilmington, DE3 days ago - ...Apis Services, Inc. is seeking a Program Assistant to provide administrative, clerical, and operational support for the ACT/ACT Plus program. The role serves as a key resource for staff, leadership, participants, and external partners by managing communications, maintaining...Work at office
Abraxas Youth & Family Services
Claymont, DE4 days ago - ...Executive Assistant The Executive Assistant position will be responsible for providing direct support to the VP/SMD of Credit Cards.... ...a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy...Full timeLocal areaFlexible hoursAfternoon shift
- ...Senior Administrative Assistant We are seeking a highly organized and proactive Senior Administrative Assistant to provide essential support to our team at DuPont's Experimental Station. The successful candidate will oversee various administrative tasks, including expense...Work at officeLocal areaRemote work
$23.84 - $39.74 per hour
...Administrative Assistant Provides high level, more complex secretarial/administrative support to senior management employees or groups in the Bank Primary Responsibilities: # Serve as a liaison between manager and bank personnel, responding to questions and issues...Hourly pay- ...electronic casebooks and briefing binders for printing and distribution, and maintained accurate pleadings and discovery indexes. Assisted attorneys in preparation for depositions, hearings, trials, and client meetings, and conducted both legal and non-legal research using...Full timeWork at officeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Team Assistant. Be the first to apply!
- department administrative assistant i Wilmington, DE
- business assistant Wilmington, DE
- administrative assistant work online from home Wilmington, DE
- administrative assistant Wilmington, DE
- administrative assistant logistics Wilmington, DE
- engineering team administrator Wilmington, DE
- administrative associate Wilmington, DE
- administrative program assistant Wilmington, DE
- operations administrative assistant Wilmington, DE
- administrative assistant remote Wilmington, DE