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 at Trailhead Financial Group. This role is based primarily out of our Hendersonville, NC office. You will support the Trailhead Financial Group client needs across both locations, serve as a key operational anchor for day-today office functions, and provide administrative support to our Wealth Advisor and Founder. The Administrative Assistant is employed by George Bailey Group, LLC.
This position is based at our Hendersonville, NC office. Occasional additional 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
Manage daily opening and closing procedures for the Hendersonville office
Maintain the overall appearance, organization, and readiness of the shared office space
Communications & Administrative Support
Executive & Marketing Support
Position Qualifications
Exceptional interpersonal and communication skills — both written and verbal
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 (preferred)
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
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AI familiarity
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.
