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 75,000 households from our over 100 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.

We have an exciting opportunity for an Office Administrator! This role supports the office by assisting with technology, project assistance, day-to-day office administrative tasks, meeting scheduling, and client interactions. This is an on-site position; Monday-Friday, regular business hours.

In the spirit of pay transparency, we are excited to share the budgeted salary range for this position is $52,000.00 to $66,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus. 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.

Primary Job Functions

Office Administration

• Cover the reception desk and greet office guests

• Manage incoming and outgoing USPS and UPS mail deliveries

• Maintain and order office supplies

• Record and process all incoming checks

• General office maintenance including but not limited to filing, shredding and scanning paperwork

Service Coordination

• Scheduling client meetings / calendaring

• Support Client Service team as needed

• Point of contact with building management for facility repairs and building access

• Maintain office equipment; coordinate services / repairs when necessary

• Assist with new hire computer set up

Project Assistance

• Under the direction of your manager, assist with various office projects as requested

• Provide support for Marketing events by coordinating event space, catering and set up

• Help facilitate corporate program roll outs, including but not limited to technology, operations & compliance, marketing, finance and Human Resources

• Support Advisor Services in coordination and execution of corporate and regional office activities and initiatives

Education/Qualifications

• 2-year degree with 2+ year’s office experience

• Friendly, outgoing, positive attitude

• Professional appearance; voice and interaction with customers

• Ability to work with all levels of staff and management

• Ability to prioritize work flow and projects; work in a deadline environment and be flexible

• Detail oriented

• Ability to work as a Team Member

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

• Familiarity with Salesforce and Support Org functionality

WEG 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 individual contributor level is $51,450.00 to $84,000.00. 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.