What are the responsibilities and job description for the Administrative Assistant position at Advisory Wealth Management Group?
Job Title: Administrative Assistant
Location: Mandeville, LA
Job Type: Full-Time
Reports To: Office Manager / Firm Principal
We are a well-established, wealth management advisory group serving high-net-worth clients with a focus on personalized financial planning and exceptional client service. We are looking for an organized, professional, and friendly Administrative Assistant to join our growing team this summer. This role is a blend of front desk duties, office coordination, and team support—perfect for someone with a customer service mindset and a passion for helping things run smoothly.
Responsibilities include:
- Greet clients and answer incoming calls
- Manage the office calendar and schedule appointments
- Coordinate day-to-day office needs and supplies
- Prepare documents and support financial advisors with admin tasks
- Ensure a welcoming and professional office environment
Growth & Development:
- Receive hands-on training and mentorship from experienced financial professionals
- Develop foundational skills in client service, office operations, and financial administration
- We’re committed to helping the right candidate grow with us and build a meaningful, lasting career
Qualifications:
- Bachelor’s degree required
- Minimum 3 years of customer service experience
- Strong communication, multitasking, and organizational skills
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Professional appearance and demeanor
- Ambition to develop professionally and take on increased responsibility over time
Why Join Us?
- Collaborative, growth-oriented work environment
- Career advancement opportunities
- Help shape the future of the firm as we grow together
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Preferred)
Experience:
- customer service or administrative: 3 years (Preferred)
Work Location: In person
Salary : $40,000