Administrative Assistant

ADMINISTRATIVE ASSISTANT

RISE Wealth Management & Planning is in Murray, UT and is looking for an Administrative Assistant to join a team of Independent Financial Advisors and Operations Manager. As an Administrative Assistant, you will assist our team in many areas of our Wealth Management practice.
Responsible for administrative duties, client communication, assisting with client service inquiries, account-related workflows, appointment scheduling, and ensuring all client commitments are completed accurately and on time.

This position reports directly to the Operations Manager and supports the firm by driving execution, follow-through, and consistency.

Role Responsibilities Include:

• Assist with scheduling, confirming appointments and calendar coordination
• Interact with clients over the phone, in person and via email
• Address and follow up on all pending requests until fully resolved
• Assist clients with routine account servicing needs
• Execute account-related workflows including account opening, transfers, money movement, account features, and maintenance
• Ensure all paperwork and documentation is completed accurately and submitted in a timely manner
• Manage confidential and/or sensitive information responsibly
• Maintain visibility into all outstanding items and proactively drive them to completion
• Maintain and update digital and paper file systems
• Data entry and report generation
• Provide status updates to internal team and/or clients as directed
• Maintain accurate and up-to-date client records in CRM
• Assist Operations Manager with daily activities and other duties or projects as assigned

Success in This Role

• No client request goes untracked or unresolved and nothing falls through the cracks
• Client service workflows are executed consistently, accurately, and efficiently within expected timeframes
• Ability to adapt as situations or priorities shift throughout the day
• High attention to detail and ability to follow office processes and policies
• Ability to adhere to regulatory compliance and client privacy requirements
• Willingness and desire to be part of a dynamic office team
• Self-directed initiative and follow-through
• Excellent organization and data management skills
• Resourceful and use the resources available before escalating to leadership

Preferred Qualifications

• 2–5 years of experience in administration, client service, or financial services
• Strong attention to detail and organizational skills
• Ability to manage multiple requests simultaneously and to prioritize effectively
• Experience with CRM systems (Wealthbox preferred)
• Experience with custodial platforms (LPL ClientWorks a plus)
• Proficiency in Microsoft Office (Outlook, Word, Excel)

Ideal Candidate

• Naturally follows up without being asked
• Self-starter and detail oriented
• Takes ownership of outcomes, not just assigned tasks
• Thrives in structured, process-driven environments
• Strong sense of urgency and responsibility

Position Details

·        Part Time Position (up to 20-hours week)

·        Subject to fingerprinting, background screening

·        Monday – Friday with flexibility on start time; ideally 10:00am-2:00pm

·        Hourly pay depending on experience $18.00 - $24.00hr