YHC Wealth Management Group is seeking a highly organized, detail-oriented, and personable Administrative Assistant to join our team. As a Client Concierge, you will play a critical role in supporting our team and delivering outstanding service to our clients. This is an excellent opportunity for a professional who thrives in a fast-paced environment and enjoys being the backbone of an efficient, client-focused team.

In this role, you will provide essential administrative support, manage client inquiries, and ensure smooth operations across various areas of the business. Your work will directly contribute to maintaining a positive and professional image for YHC Wealth Management.

Key Responsibilities:

• Client and Office Support: Answer phone calls, greet visitors, and respond to inquiries in a professional and timely manner. Serve as the first point of contact for both clients and internal staff.
• Scheduling & Coordination: Manage and coordinate meetings, appointments, events, and interviews. Ensure that calendars and schedules are efficiently maintained and aligned with priorities.
• Data Management & Reporting: Gather and analyze information to prepare reports, ensuring accuracy and consistency. Assist in preparing documents and correspondence as directed.
• File & Database Management: Maintain, organize, and update files, databases, and records to ensure easy access and compliance with company standards.
• Communication: Transcribe, edit, and prepare professional documents, including agendas, memos, and client correspondence.

Why You’ll Love Working with Us:

• Collaborative Environment: You’ll work alongside a dedicated team that values communication, innovation, and mutual support.
• Client-Focused Role: As the Client Concierge, you’ll be the key point of contact for clients and external partners, making a lasting impact on the client experience.
• Variety in Daily Tasks: No two days are the same. You’ll have the opportunity to handle a diverse set of tasks, from scheduling to problem-solving, that will keep you engaged and challenged.

Qualifications & Skills:

• Exceptional Communication Skills: You should have excellent verbal and written communication skills to represent the firm professionally in all interactions.
• Organizational Excellence: Strong time-management abilities with an ability to manage multiple priorities and meet deadlines without compromising quality.
• Technical Proficiency: Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and other office software tools. Quick to adapt to new technology and systems.
• Attention to Detail: High attention to detail to ensure accuracy in reports, correspondence, and other administrative tasks.
• Confidentiality & Professionalism: Ability to handle sensitive information with discretion and maintain a high level of confidentiality.
• Problem-Solving Mindset: Proactive in addressing challenges and resolving issues quickly and effectively.

Additional Requirements:

• Experience: Prior experience in an administrative or office support role is preferred but not required.
• Client-Focused: A customer-first mindset with the ability to build strong working relationships with both internal and external stakeholders.
• Multi-tasking Ability: Proven ability to work on various projects simultaneously while maintaining a high standard of work.

Why YHC Wealth Management?

At YHC Wealth Management, we pride ourselves on creating an inclusive, collaborative, and client-centered environment. We are committed to fostering professional growth, maintaining high standards of integrity, and delivering exceptional service to our clients. If you're looking for a dynamic role where your contributions are valued and your expertise will make a real difference, we encourage you to apply.