Summary
This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Administrative Assistant is the first point of contact for clients and team members, requiring a friendly, upbeat demeanor and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and operational tasks.
We value individuals who are task-oriented, detail-driven, tech-savvy, and self-motivated, with a strong sense of integrity, accountability, and leadership. This position requires someone who thrives in a team environment, enjoys working with people, and consistently holds themselves to high standards.
The Administrative Assistant reports to and is employed by Empower Financial Group.
Compensation: $18-$20/hour depending on experience.
Benefits: 10 days of PTO off plus 8 national paid holidays.
Simple IRA plan available immediately. Health, dental and vision is negotiable.
As the firm grows, Administrative Assistants may transition into roles with greater responsibility, such as Practice Support Associate (PSA), which may include licensing and specialized knowledge of financial products.
Our Culture at Empower Financial Group
We believe in teamwork, excellence and integrity values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence.
At Empower Financial Group, we:
- Lead with integrity: Trust is the foundation of everything we do.
- Serve with excellence: Every detail matters because our clients deserve the best.
- Work as a team: We win together and support each other every step of the way.
- Stay adaptable: No task is too small when it contributes to the client experience.
- Value people: We believe relationships matter—inside and outside the office.
Job Description
Position Roles/Responsibilities/Accountabilities
Administrative Operations
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Answer phones, greet clients, manage email and postal mail.
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Schedule client appointments and maintain calendars.
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Prepare correspondence, reports, and routine office documentation.
Client Engagement, Event Planning & Execution
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Assist with planning, coordinating, and executing client appreciation events, educational workshops, and community engagement activities.
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Manage event logistics (venue, catering, invitations, RSVPs, budgets).
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Support marketing initiatives, including social media posts, email campaigns, and promotional materials.
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Serve as a client concierge during events and ensure a seamless experience.
Service Support
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Assist with meeting prep and follow-up.
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Handle filling out forms, scanning, and sending DocuSigns.
Office Readiness & First Impressions
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Open and close the office daily.
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Maintain beverage center and tidy common spaces.
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Restock supplies and ensure a welcoming environment.
Campaigns, Financial Tracking & Process Improvement
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Assist with entering receipts and organize expenses.
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Assist with monitoring event spending and tracking campaign performance in Salesforce.
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Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.
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Regularly review and recommend improvements to office processes and systems.
Position Qualifications
Required:
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Minimum 2 years of professional administrative support experience in a business, nonprofit, or client-facing environment
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Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines
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Demonstrated initiative, assertiveness, and ownership in prior roles
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Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platforms
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Exceptional attention to detail and accuracy in all work
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High integrity and ability to maintain confidentiality with sensitive information
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Strong interpersonal skills and a positive, team-oriented attitude
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Excellent written and verbal communication skills
Ideal:
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3+ years of administrative or office management
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1+ Experience with CRMs (e.g. Salesforce), DocuSign, or similar platforms
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Work experience in financial services, preferably at a wealth management or financial advisory firm
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Experience with process documentation, SOP development, or process improvement projects
Competencies
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Client First Mindset: Anticipates and exceeds client needs with accuracy, care, and pride.
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Accountability & Ownership: Owns outcomes, honors commitments, and models transparency and responsibility.
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Attention to Detail & Quality: Delivers high-quality, accurate work; sets the standard for excellence.
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Initiative & Assertiveness: Proactively solves problems, speaks up with ideas or concerns, and volunteers for new challenges.
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Communication: Communicates clearly, calmly, and professionally with all audiences.
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Adaptability: Flexible, embraces all tasks, and takes pride in every contribution.
External/Internal Dependencies
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Must be able to work with all roles of the team
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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 Empower Financial Group'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.
