Administrative Assistant

Full job description

Summary

Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivent's Southeast Advisor Group. Founded by Michael Raymond, ChFC®, CEPA, FIC, TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence, integrity, and genuine service — and we're looking for someone who embodies those same values.

Position Overview

The Administrative Assistant is the first face clients and guests encounter at Trailhead Financial Group. This role is based primarily out of our Hendersonville, NC office, with regular presence in our Asheville location one to two days per week (or more if client needs dictate) alongside the full advisory team. You will support the Trailhead Financial Group client needs across both locations, serve as a key operational anchor for day-today office functions, and provide administrative support to our Wealth Advisors and Founder. The Administrative Assistant is employed by George Bailey Group, LLC.

This position is based at our Hendersonville, NC office. Regular travel to our Asheville, NC office is expected one to two days per week (or more if client needs dictate), coordinated with the full team schedule. Occasional additional travel may be required to support executive operations, attend conferences, or participate in firm-sponsored events.

Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.

Job Description

Position Roles/Responsibilities/Accountabilities

Client & Guest Services

Serve as the primary point of welcome for all clients and visitors to both the Hendersonville and Asheville locations

Greet and direct clients for multiple advisors in a professional, warm manner

Represent Trailhead Financial Group as one of the recognizable faces of the organization at events and in the office

Office Operations

Manage daily opening and closing procedures for the Hendersonville office; support Asheville office operations during scheduled weekly visits

Maintain the overall appearance, organization, and readiness of the shared office space

Monitor advisor schedules and calendars — proactively flag conflicts, gaps, or scheduling concerns to leadership (scheduling decisions remain with the advisor team)

Communications & Administrative Support

Answer and professionally route all inbound calls

Make outbound calls as directed by the advisor team or executive assistant

Receive, sort, and distribute incoming mail

Scan and digitally file documents with accuracy and attention to detail

Draft, format, and send emails on behalf of the team as requested

Executive & Marketing Support

Support Executive Assistant with administrative tasks and serve as coverage during her absence

Assist Marketing Director with social media posting and content coordination as needed

Represent TFG at select company events and client-facing functions

Position Qualifications

Exceptional interpersonal and communication skills — both written and verbal

Professional, polished appearance and demeanor consistent with a client-facing financial services environment

Strong organizational skills with the ability to manage multiple priorities simultaneously

Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology

Reliable, punctual, and detail-oriented with a proactive approach to problem-solving

Prior experience in a receptionist, front-desk, or administrative support role

Familiarity with financial services, wealth management, or professional services environments (preferred)

Experience with calendar management tools and CRM platforms (preferred)

Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preferred)

Notary Public preferred (or willing to obtain in first 90-days of employment)

Competencies

Planning/Organizing

Customer Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

AI familiarity

External/Internal Dependencies

Must be able to work with all roles of the TFG

Must be able to represent the organization in work with external clients

Must be able to cultivate and maintain relationships with outside organizations

As part of TFG's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.