Administrative Assistant

About:
At Khaliq Group Wealth Management, we guide clients through every stage of their financial journey. We work exclusively with high-net-worth and ultra-high-net-worth individuals and families, providing personalized, relationship-driven wealth management services built on trust, clarity, and long-term partnership.

Our team is committed to understanding what matters most to our clients and delivering thoughtful, tailored support to help them achieve their financial goals.

Position Summary:
Khaliq Group Wealth Management is seeking an organized, detail-oriented, and personable Administrative Assistant to serve as the first point of contact for clients, prospects, and visitors. Team member will play a vital role in maintaining an efficient, professional, and welcoming environment while providing administrative and operational support.
Responsibilities:

• Greet clients, prospects and visitors professionally, creating a welcoming first impression.
• Answer and manage incoming calls warmly; addressing inquiries, route calls accurately, take details messages, coordinate appointments and scheduling, maintain accurate records, and provide administrative support to colleagues as needed.
• Collaborate with colleagues across the office and assist with administrative projects; such as marketing mailings, client events, branch operations, managing calendar,
• Oversee daily office administration, maintain supplies and inventory, manage office equipment, and coordinate vendor services and facility maintenance.
• Coordinate new employee orientation and onboarding, assist with HR administration, maintain employee records, and support ongoing employee needs.
• Assist with payroll processing with the external payroll provider
• Coordinate vendor relationships, order office and business supplies, and address equipment or facility-related issues.
• Maintain the confidentiality and accuracy of employee, customer, and business information.
• Perform other administrative and operational duties as needed to support the team.
   

Qualifications:

• High school diploma or equivalent required; associate degree preferred.
• Exceptional customer service skills combined with professional phone etiquette
• Candidates must possess administrative and customer-facing/front-desk office experience in a professional environment, with prior experience assisting with HR preferred.
• Experience in professional financial services, wealth management, or insurance environment is a plus.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook. Ability to learn propriety software systems such as contact management programs.
• Strong organizational, time management, and problem-solving skills with ability to prioritize tasks.
• Excellent written and verbal communication skills.
• Ability to handle confidential information discreetly
   

Benefits:
Health Insurance
Vision Insurance
Dental Insurance
Short Term Disability
Long Term Disability
Group Term life Insurance
Term Life & Whole Life Insurance
401k
Employee Assistance Program
Accident/Critical Care Insurance
Paid Time Off