Wealth Enhancement
finance
AdministrativeAssistant(Temporary)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant (Temporary) at Wealth Enhancement. Skills: Administrative support, Front-office coverage, Client experience. Serve as the first point of contact by greeting clients and visitors, answering and directing phone calls, and managing general inquiries. Maintain a professional, organized, and welcoming reception area and common office spaces”
Industry & Context.
ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, use the computer systems
What They're Looking For.
Must Have
High school diploma or equivalent, verbal and written communication skills with a professional demeanor, Highly organized with attention to detail and ability to multitask, Proficiency with Microsoft Office Suite (Outlook, Word, Excel)
Nice to Have
associate or bachelor’s degree, 1–3 years of administrative, receptionist, or office support experience, Experience with CRM systems (Salesforce or similar), Background in financial services or professional services environment
What You'll Do.
Serve as the first point of contact by greeting clients and visitors
answering and directing phone calls
and managing general inquiries
Maintain a professional
and welcoming reception area and common office spaces
Manage daily mail operations including receiving
and coordinating outgoing shipments
Order and maintain office supplies
and general office needs
Support scheduling of meetings
Provide administrative support to advisors and client service team members as needed
Assist with preparation of client meeting materials and basic document organization
Support data entry and updates within internal systems (CRM
Help coordinate internal meetings
and general office logistics
Assist with ad hoc administrative projects and operational tasks
Help ensure a positive and seamless experience for clients visiting or contacting the office
Assist in responding to basic client requests and routing inquiries appropriately
Support follow-up coordination to ensure timely responses and service completion
How You'll Work.
Team & Collaboration
Provide administrative support to advisors and client service team members as needed; Help coordinate internal meetings, team events, and general office logistics
Communication Scope
verbal and written communication skills; professional demeanor
Full Job Description
**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. 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 [www.wealthenhancement.com](http://www.wealthenhancement.com/). Our **Summit, NJ office,** located in a vibrant and close-knit community known for its charm, accessibility, and quality of life, is excited to welcome a **Temporary Administrative Assistant** to our team. This role is essential in ensuring smooth day-to-day office operations and delivering a welcoming, professional experience for both clients and team members. This individual will provide front-office coverage and administrative support across the team, helping maintain continuity in client service while we identify the right long-term fit for a Client Service Associate role. If you are highly organized, personable, and thrive in a fast-paced, team-oriented environment, this is a great opportunity to contribute in a meaningful way. This is an onsite, Monday through Friday position based in our office. This is a temporary role with potential for extension based on business needs. In the spirit of transparency, the hourly rate for this role is **$20.00 to $25.00 per hour,** depending on experience. We encourage you to apply and share your expectations as we are big on open conversations. This assignment will be approximately 2-3 months in duration. **Primary Job Functions** Front Office and Administrative Support * Ser
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