Wealth Enhancement Group
Administrative Assistant
Apple Valley, MN · Full-time
Sponsorship not specified$24k-$28kDetected 14 days ago
SalesforceExcelCommunicationProblem SolvingMentoringPublic SpeakingMicrosoft OfficeOSHA
About the role
- 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 80,000 households from our over 140 offices - and growing - nationwide.
Responsibilities
- Prepare and maintain beverage stations and obtain beverages for clients
- Manage incoming and outgoing USPS and UPS mail deliveries
- Utilize Salesforce database to maintain client files including filing, copies, and data input
Requirements
- Bachelor's degree preferred
- 8+ years of full time work experience is required
- Excellent oral and written communication skills required to develop team and client relationships
Skills
- Ability to multitask in a fast-paced environment
- Ability to work with deadlines and prioritize tasks
- The entire salary grade for those who are classified as the Individual Contributor level is $42,500.00 to $63,750.00.
- Comprehensive Benefits Offerings
- 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
Compensation
- Call existing clients to schedule annual review meetings
Benefits
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 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)
- Participate in Wealth Enhancement Group trainings, educational events, coaching programs and vendor presentations to ensure up-to-date industry, product and company knowledge
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.
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This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.