Summary
This position provides administrative support to Inspired Wealth Advisors (IWA). This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Office Professional is the first point of contact for clients and team members, requiring a friendly, upbeat demeanor and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and operational tasks.
We value individuals who are task-oriented, detail-driven, tech-savvy, and self-motivated, with a strong sense of integrity, accountability, and leadership. This position requires someone who thrives in a team environment, enjoys working with people, and consistently holds themselves to high standards. The Administrative Assistant reports to and is employed by Inspired Wealth Advisors.
Compensation: $18-$25/hour, Total compensation package varies based on experience and team performance.
Benefits: 10 days of personal paid time off plus 10 national paid holidays. Retirement plan (Profit sharing) available after 2 years. Medical Reimbursement Account Available, but no formal health benefits provided.
This is an on-site, in person position. Hours are 8:30 AM - 5:30 PM with 1-hour lunch, Monday-Friday.
Job Description
Our Culture at Inspired Wealth Advisors
We believe in excellence, integrity, and generosity-values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence.
At IWA, we:
Lead with integrity: Trust is the foundation of everything we do.
Serve with excellence: Every detail matters because our clients deserve the best.
Work as a team: We win together and support each other every step of the way.
Stay adaptable: No task is too small when it contributes to the client experience.
Value people: We believe relationships matter-inside and outside the office.
Position Roles/Responsibilities/Accountabilities
Answer phones, greet clients, manage email and postal mail.
Schedule client appointments and maintain calendars.
Prepare correspondence, reports, and routine office documentation.
Plan, coordinate, and execute client appreciation events, educational workshops, and community engagement activities.
Manage event logistics (venue, catering, invitations, RSVPs, budgets).
Support marketing initiatives, including social media posts, email campaigns, and promotional materials.
Serve as a client concierge during events and ensure a seamless experience.
Assist with meeting prep and follow-up.
Handle dedicated planning renewals, scanning, and sending DocuSigns.
Organize client files and maintain compliance standards.
Open and close the office daily.
Maintain beverage center and tidy common spaces.
Restock supplies and ensure a welcoming environment.
Enter receipts and organize expenses.
Monitor event spending and track campaign performance in CRM/Salesforce.
Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.
Regularly review and recommend improvements to office processes and systems.
Other duties as assigned by financial advisors
Position Qualifications
Required:
Minimum 2 years of professional administrative support experience in a business, nonprofit, or client-facing environment
Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines
Demonstrated initiative, assertiveness, and ownership in prior roles
Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platforms
Exceptional attention to detail and accuracy in all work
High integrity and ability to maintain confidentiality with sensitive information
Strong interpersonal skills and a positive, team-oriented attitude
Excellent written and verbal communication skills
Preferred:
3+ years of administrative or office management
1+ Years Event Planning
1+ Experience with CRMs (eg. Salesforce), DocuSign, or similar platforms
Work experience in financial services, preferably at a wealth management or financial advisory firm
Experience with process documentation, SOP development, or process improvement projects
Competencies
Client First Mindset: Anticipates and exceeds client needs with accuracy, care, and pride.
Accountability & Ownership: Owns outcomes, honors commitments, and models transparency and responsibility.
Attention to Detail & Quality: Delivers high-quality, accurate work; sets the standard for excellence.
Initiative & Assertiveness: Proactively solves problems, speaks up with ideas or concerns, and volunteers for new challenges.
Communication: Communicates clearly, calmly, and professionally with all audiences.
Adaptability: Flexible, embraces all tasks, and takes pride in every contribution.
External/Internal Dependencies
Must be able to work with all roles of the IWA Team
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 IWA'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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
