What are the responsibilities and job description for the Office Assistant position at Wealth Enhancement Group?
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Our Headquarters office located in Plymouth, MN is looking for an Office Assistant to support operational activities related to the administration of the new account process, document management, mail support and other responsibilities within the Operations department.
Job Functions
Administration of inter-office mail and employee mailboxes
- Receive, open, sort, distribute incoming mail
- Prep, meter outgoing mail
- Order receipt, fulfillment, and inventory of office supplies
- Order and maintain inventory of kitchenette & beverage supplies
- Document Management support
- Generate cover pages/submit documents to broker/dealer for imaging
- Log, archive, and retrieve documents for the WEG records room
- Establish new client accounts into CRM database
- Generate, merge, and mail client welcome letters
- Support administration of the process exchanging data between Portfolio Accounting and CRM databases.
- Support New Business Processing as needed
- Other data entry, project, and administrative support as needed within Operations
Core Competencies
Teamwork
- Ability to work well both individually, and in a team environment
- Personal and Inter-personal Skills
- Thoughtful
- Creative, yet adheres to corporate mission/model
- Interdependent
- Communicates well
- Listens well, asks great questions
Technical
- Typing
- Office equipment (phone, fax, PC, copier)
- Microsoft Office Suite
Other
- Ability to process large volumes of paperwork in an accurate, timely manner
- Close attention to detail
- Strong organizational skills
- Adapt well to change
Education/Qualifications
- High School degree (or equivalent) required
IND123
