Administrative Assistant

Administrative AssistantThis role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Administrative Assistant is the first point of contact for clients and team members, requiring a friendly, upbeat demeanor and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and operational tasks. We value individuals who are task-oriented, detail-driven, tech-savvy, and self-motivated, with a strong sense of integrity, accountability, and leadership. This position requires someone who thrives in a team environment, enjoys working with people, and consistently holds themselves to high standards.Compensation: $18-$20/hour depending on experience. Benefits: 10 days of PTO off plus 8 national paid holidays. Simple IRA plan available immediately. Health, dental and vision is negotiable. As the firm grows, Administrative Assistants may transition into roles with greater responsibility, such as Practice Support Associate (PSA), which may include licensing and specialized knowledge of financial products.Our Culture at Empower Financial GroupWe believe in teamwork, excellence and integrity values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence.At Empower Financial Group, we:Lead with integrity: Trust is the foundation of everything we do.Serve with excellence: Every detail matters because our clients deserve the best.Work as a team: We win together and support each other every step of the way.Stay adaptable: No task is too small when it contributes to the client experience.Value people: We believe relationships matter—inside and outside the office.Position Roles/Responsibilities/AccountabilitiesAdministrative OperationsAnswer phones, greet clients, manage email and postal mail.Schedule client appointments and maintain calendars.Prepare correspondence, reports, and routine office documentation.Client Engagement, Event Planning & ExecutionAssist with planning, coordinating, and executing client appreciation events, educational workshops, and community engagement activities.Manage event logistics (venue, catering, invitations, RSVPs, budgets).Support marketing initiatives, including social media posts, email campaigns, and promotional materials.Serve as a client concierge during events and ensure a seamless experience.Service SupportAssist with meeting prep and follow-up.Handle filling out forms, scanning, and sending DocuSigns.Office Readiness & First ImpressionsOpen and close the office daily.Maintain beverage center and tidy common spaces.Restock supplies and ensure a welcoming environment.Campaigns, Financial Tracking & Process ImprovementAssist with entering receipts and organize expenses.Assist with monitoring event spending and tracking campaign performance in Salesforce.Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.Regularly review and recommend improvements to office processes and systems.Position QualificationsRequired:Minimum 2 years of professional administrative support experience in a business, nonprofit, or client-facing environmentStrong project management and organizational skills; proven ability to coordinate multiple priorities and deadlinesDemonstrated initiative, assertiveness, and ownership in prior rolesProficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platformsExceptional attention to detail and accuracy in all workHigh integrity and ability to maintain confidentiality with sensitive informationStrong interpersonal skills and a positive, team-oriented attitudeExcellent written and verbal communication skillsIdeal:3+ years of administrative or office management1+ Experience with CRMs (e.g. Salesforce), DocuSign, or similar platformsWork experience in financial services, preferably at a wealth management or financial advisory firmExperience with process documentation, SOP development, or process improvement projectsCompetenciesClient First Mindset: Anticipates and exceeds client needs with accuracy, care, and pride.Accountability & Ownership: Owns outcomes, honors commitments, and models transparency and responsibility.Attention to Detail & Quality: Delivers high-quality, accurate work; sets the standard for excellence.Initiative & Assertiveness: Proactively solves problems, speaks up with ideas or concerns, and volunteers for new challenges.Communication: Communicates clearly, calmly, and professionally with all audiences.Adaptability: Flexible, embraces all tasks, and takes pride in every contribution.External/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Empower Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.