Summary
Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivent's Southeast Advisor Group. Founded by Michael Raymond, ChFC®, CEPA, FIC, TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence, integrity, and genuine service — and we're looking for someone who embodies those same values.
Position Overview
The Administrative Assistant is the first face clients and guests encounter when visiting our Asheville location. This is a high-visibility, relationship-forward role that requires professionalism, warmth, and exceptional organizational instincts. You will support multiple advisors operating from the Asheville office, serve as a key operational anchor for the space, and provide administrative and communications support to our Executive Assistant and Marketing Director.
The Administrative Assistant reports to and is employed by Trailhead Financial Group.
Travel & Secondary Location: Complete a mandatory 6-week in-person training program at the Hendersonville, NC office prior to full deployment. Must be open to working in both Hendersonville and Ashville offices. Occasional travel may be required to support executive operations, attend conferences, or participate in firm-sponsored events
Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.
Job Description
Position Roles/Responsibilities/Accountabilities
Communications & Administrative Support
Executive & Marketing Support
Position 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 (preffred)
Notary Public preferred (or willing to obtain in first 90-days of employment)
Competencies
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Planning/Organizing
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Customer Focus
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Communication
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Interpersonal Skills
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Teamwork and Collaboration
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Adaptability/Flexibility
External/Internal Dependencies
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Must be able to work with all roles of the TFG
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Must be able to represent the organization in work with external clients
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Must be able to cultivate and maintain relationships with outside organizations
As part of TFG's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
