Administrative Assistant

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.

Our Elk Grove Village, IL office is looking for an Administrative Assistant to support Financial Advisors and their clients through the client service model. You will provide administrative support including reception and general office work, including providing support to the Lead Advisor in coordination and execution of office activities and initiatives.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $40,000.00 to $60,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Reception / Client Contact

• Enthusiastically greet and welcome clients and prospects in for meetings

• Answer incoming, route or respond to calls / client requests

• Conduct client calls to confirm and schedule meetings

• Prepare and maintain the reception area and office
   

Data Entry

• Ensure consistency of data across all platforms & with custodians

• Maintain CRM database and client files including filing, copies and data input

Administrative

• Copy, file, scan client files upon advisor request

• Handles administrative tasks for new client set up, beneficiary changes, change of address, correspondence, etc.

• Other paperwork as requested by manager

• Schedule travel and lunch arrangements

• Expense management for advisors

• Manage incoming and outgoing USPS and UPS mail deliveries

W.E. hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the assistant level is $42,500.00 to $63,750.00 However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
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.