Careers at Wiser Wealth Management

Role Summary

We are seeking a highly motivated and detail-oriented Administrative Assistant to join our team. This person will play a critical role of being the first impression of our firm. The Administrative Assistant works closely with client services and financial advisory teams to provide administrative and operational support, ensuring we maintain the highest level of client service.

Responsibilities

• Assist clients and prospects via phone, email, and in-person
• Schedule client meetings and coordinate with advisory team
• Assist with client onboarding, including reviewing and scanning internal documents
• Maintain accurate client records in our CRM and related platforms
• Manage other office needs such as running errands, ordering supplies and stocking refreshments
• Complete additional administrative tasks as needed

Qualifications

• A minimum of 3 years of administrative experience in a professional office setting
• Excellent organizational and multitasking skills in a fast-paced environment
• Ability to learn and understand new software and technology relatively quickly
• Strong communications skills (both written and oral)
• Strong work ethic and commitment to the highest standards of excellence
• Strong sense of accountability and ownership of work
• High level of professionalism, discretion and attention to detail

Benefits

• Competitive Compensation
• Medical, Dental and Vision Insurance
• 401k plan plus 6% Company Match
• HSA Employer Contributions
• Employer Paid Short-Term and Long-Term Disability
• Employer Paid Life Insurance
• Two weeks paid time off plus company paid holidays
• Opportunities for professional growth and development

This is a full-time in office position during business hours from 9am to 5pm Monday through Friday. If you are ready to be a part of a growing company, we encourage you to apply today!