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 80,000 households from our over 140 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.

Our Summit, NJ office, located in a vibrant and close-knit community known for its charm, accessibility, and quality of life, is excited to welcome a Temporary Administrative Assistant to our team. This role is essential in ensuring smooth day-to-day office operations and delivering a welcoming, professional experience for both clients and team members.

This individual will provide front-office coverage and administrative support across the team, helping maintain continuity in client service while we identify the right long-term fit for a Client Service Associate role. If you are highly organized, personable, and thrive in a fast-paced, team-oriented environment, this is a great opportunity to contribute in a meaningful way.

This is an onsite, Monday through Friday position based in our office. This is a temporary role with potential for extension based on business needs.

In the spirit of transparency, the hourly rate for this role is $20.00 to $25.00 per hour, depending on experience. We encourage you to apply and share your expectations as we are big on open conversations. This assignment will be approximately 2-3 months in duration.

Primary Job Functions

Front Office and Administrative Support

• Serve as the first point of contact by greeting clients and visitors, answering and directing phone calls, and managing general inquiries

• Maintain a professional, organized, and welcoming reception area and common office spaces

• Manage daily mail operations including receiving, sorting, distributing, and coordinating outgoing shipments

• Order and maintain office supplies, kitchen inventory, and general office needs

• Support scheduling of meetings, conference rooms, and appointments

Team and Operational Support

• Provide administrative support to advisors and client service team members as needed

• Assist with preparation of client meeting materials and basic document organization

• Support data entry and updates within internal systems (CRM, tracking tools)

• Help coordinate internal meetings, team events, and general office logistics

• Assist with ad hoc administrative projects and operational tasks

Client Experience Support

• Help ensure a positive and seamless experience for clients visiting or contacting the office

• Assist in responding to basic client requests and routing inquiries appropriately

• Support follow-up coordination to ensure timely responses and service completion

Education / Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred

• 1–3 years of administrative, receptionist, or office support experience preferred

• Strong verbal and written communication skills with a professional demeanor

• Highly organized with strong attention to detail and ability to multitask

• Proficiency with Microsoft Office Suite (Outlook, Word, Excel)

• Experience with CRM systems (Salesforce or similar) is a plus

• Background in financial services or professional services environment is a plus

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 for those who are classified as the Career level is $42,500.00 to $63,750.00. 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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• 401k – with match and profit sharing

• Wellness programs and resources

• Worker's compensation – employer paid

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.