Personal Administrative Assistant

High Point, NC

Contracted

Student (High School)

Wisepath Financial Group is looking for a personal administrative assistant to join our team in our High Point office. This person will work to support the daily operations of the office.

The ideal candidate is a high-energy individual with excellent organizational skills, strong attention to detail, and the ability to communicate effectively in both written and verbal communications.

Responsibilities:

Field inbound communications - Answer phone calls/general email inquiries and route to the appropriate internal parties as needed.
Coordinate scheduling - Set up meetings based on cross-functional availability for both internal and external stakeholders.
Organize internal resources - Build out and maintain processes to keep files and office supplies organized and easily accessible.
Liaise with visitors - Act as point person for office guests.
Communicate policies and procedures - Alert employees of new processes, rules and regulations.
Facilitate executive-level operations - Book travel, submit expense reports and send communications for high-level staff as needed.

Requirements:

High school diploma
1-2 years experience as an administrative assistant, secretary or receptionist preferred
Strong organizational, communication, and time-management skills
Proven ability to work in a fast-paced environment
Positive, high-energy attitude
Resourcefulness, creativity, and problem-solving skill set
Familiarity with office equipment (i.e. printers, fax machines, projectors)
Proficiency in Microsoft Office (especially MS Excel and PowerPoint)

About Wisepath Group and Estate Mentors:

Wisepath Group and Estate Mentors are organizations dedicated to providing comprehensive financial and estate planning solutions to empower individuals and families to protect their legacies and achieve financial security. Our mission is to offer personalized strategies that align with clients' unique goals, ensuring peace of mind and long-term success.

Our employees enjoy a work culture that promotes collaboration, professional growth, and a commitment to excellence. We value innovation, integrity, and teamwork, fostering an environment where every team member is empowered to make a meaningful impact.

Wisepath Group and Estate Mentors benefits include:

Paid time off for vacation, sick days, and holidays.
Opportunities for professional development, including training programs and certifications.

Employees can also take advantage of:

A casual dress code to encourage a comfortable work environment.
Free parking at office locations.
Access to corporate discounts on various services and products.
Gym memberships and wellness programs to support healthy lifestyles.

Join our team and be part of an organization that not only prioritizes client success but also invests in the growth and well-being of its employees.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Do you have a valid driver's license?*

Are you 18 years of age or older?*

LinkedIn Profile URL:*

Desired salary*

Earliest start date?*

Can you work weekends?*

Are you located within a reasonable distance from High Point or Greensboro North Carolina to ensure reliable commuting to our High Point office on a regular basis?*

Have you ever worked in or supported a role within financial services? If so, how did you handle sensitive information or ensure accuracy in tasks such as correspondence or client documentation?*

Can you describe a situation where you had to take professional-quality photos for a specific purpose (e.g., marketing, documentation, or event)? How did you ensure the photos met the required standards, and what tools or techniques did you use?*

Human Check*

Submit Application