Front Desk Administrative Receptionist Position

Position Overview
The Administrative Assistant is the first face clients and guests encounter at Trailhead Financial Group. The role is based primarily out of the Hendersonville, NC office, with regular presence at the Asheville location one to two days per week (or more as needed). This support role serves the client needs across both locations, acts as an operational anchor for day-to-day office functions, and provides administrative support to our Wealth Advisors and Founder. The position is employed by George Bailey Group, LLC.

Compensation is $18‑22 per hour, depending on experience. PTO is provided. No medical or dental benefits.

Responsibilities

Primary point of welcome for clients and guests at both locations.

Greet and direct clients to multiple advisors in a professional, warm manner.

Represent Trailhead Financial Group as a recognizable face at events and within the office.

Manage daily opening and closing procedures for Hendersonville office and support Asheville office operations during scheduled visits.

Maintain appearance, organization, and readiness of the shared office space.

Monitor advisor schedules and calendars, proactively flagging conflicts, gaps, or scheduling concerns to leadership.

Answer and professionally route all inbound calls.

Make outbound calls as directed by advisor team or executive assistant.

Receive, sort, and distribute incoming mail.

Scan and digitally file documents accurately.

Draft, format, and send emails on behalf of the team as requested.

Support Executive Assistant with administrative tasks and serve as coverage during absence.

Assist Marketing Director with social media posting and content coordination as needed.

Represent TFG at select company events and client‑facing functions.

Qualifications

Exceptional interpersonal and communication skills — both written and verbal.

Professional, polished appearance and demeanor consistent with a client‑facing financial services environment.

Strong organizational skills with the ability to manage multiple priorities simultaneously.

Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology.

Reliable, punctual, and detail‑oriented with a proactive approach to problem solving.

Prior experience in a receptionist, front‑desk, or administrative support role.

Familiarity with financial services, wealth management, or professional services environments (preferred).

Experience with calendar management tools and CRM platforms (preferred).

Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preferred).

Notary Public preferred (or willingness to obtain in first 90 days of employment).

Customer focus.

Communication and interpersonal skills.

Teamwork and collaboration.

Ability to work with all roles of the TFG.

Ability to represent the organization in work with external clients.

Ability to cultivate and maintain relationships with outside organizations.

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