Discover a Career with Revolution Group, LLC
Administrative Assistant
Administrative Assistant – Client Operations
Are You the Person Everyone Can Count On?
Do you take pride in following through, staying organized, and making sure nothing falls through the cracks? Are you dependable, hardworking, loyal, and the type of teammate who steps in wherever needed without being asked twice? Do you genuinely care about doing things the right way and supporting the people around you?
If that sounds like you, we’d love to meet you.
At Revolution Group, we are looking for an Administrative Assistant who will become a critical part of our team and operations. This role is far more than answering phones or scheduling meetings — you’ll help keep our firm running smoothly, support our advisors and leadership team, assist with client service and investment operations, and help create an exceptional experience for the families we serve.
We are looking for someone who aligns with our core values, takes ownership of their work, communicates well, works hard, and wants to grow with a firm long-term.
Why Revolution Group?
We are a purpose-driven wealth management firm built differently than most firms in our industry. Our team is collaborative, growth-minded, and committed to excellence in everything we do. We believe in creating a positive and professional environment where great people can build meaningful careers.
This is an opportunity to become part of a team that values:
- Dependability
- Integrity
- Follow-through
- Ownership
- Teamwork
- Continuous growth
- Putting clients first
We are not looking for someone who simply wants a job. We are looking for someone who wants to become an important part of a growing firm and contribute to something bigger.
What You’ll Do
As our Administrative Assistant, you’ll play a major role in keeping daily operations organized, efficient, and moving forward. Responsibilities will include a combination of administrative support, client service, operations, and investment processing support.
Administrative & Team Support
- Manage calendars, appointments, and scheduling for advisors and leadership
- Answer and route incoming calls professionally and warmly
- Send calendar invites and coordinate meetings
- Help organize internal workflows and operational processes
- Assist with office organization and administrative projects
- Maintain professionalism and confidentiality with sensitive information
Client Service & Operations
- Assist with onboarding new clients and gathering required documents
- Prepare and process paperwork for alternative and private investments
- Send, monitor, and track electronic documents and signatures
- Upload and organize client documentation within CRM systems
- Monitor account processing, transfers, wires, and distributions with custodians
- Create and manage tasks and workflows within CRM systems
- Track investment paperwork and processing through internal systems and spreadsheets
- Help ensure paperwork accuracy and reduce processing errors
Technology & Systems
- Learn and utilize industry software and operational platforms
- Use CRM systems, custodial platforms, booking calendars, Microsoft Office, Adobe Acrobat, and electronic signature platforms
- Stay adaptable with new technology and evolving processes
- Continuously improve efficiency and organization within workflows
- Help identify opportunities to improve systems and processes
Team Contribution
- Support advisors and team members wherever needed
- Help maintain a positive, professional, and team-oriented culture
- Take ownership of responsibilities and follow tasks through to completion
- Be willing to learn, adapt, and grow alongside the firm
What We’re Looking For
The right person for this role is:
- Extremely dependable and trustworthy
- Organized and detail-oriented
- Loyal and team-focused
- Hardworking with strong follow-through
- Proactive and willing to take initiative
- Comfortable managing multiple responsibilities
- Professional in communication and appearance
- Coachable and eager to learn
- Calm under pressure and adaptable
- Positive and solutions-oriented
Most importantly, we are looking for someone who lives out values similar to ours and genuinely cares about doing great work and supporting the team.
Preferred Qualifications
- 3–5+ years of administrative or operations experience
- Experience working in a professional office environment
- Strong organizational and communication skills
- Experience with Microsoft Office, Adobe Acrobat, and general office technology
- Experience in financial services is a plus, but not required
- Associate degree or higher preferred, but not required
Compensation & Benefits
- Competitive salary based on experience
- Bonus opportunities
- Paid time off
- Career growth opportunities
- Long-term development within the firm
- Supportive team environment
Our Core Purpose
We relentlessly innovate and serve as teammates to prepare our clients for uncertain conditions, with the objective of ensuring each client achieves a world-class outcome that meets their needs and purpose.
Our Core Values
Client First
Our clients are the heart of everything.
Teamwork
Win together with grit and passion.
Urgency
Move fast and make it happen.
Execution
Deliver excellence.
Communication
Early, Clearly, Honestly, Often.
Problem Solving
Tackle challenges wisely.
Accountability
Own it, and win it.
Join Revolution Group
If you are looking for a long-term opportunity where your work matters, your effort is appreciated, and your role makes a real impact, we’d love to hear from you.
We are building something special — and we’re looking for the right person to grow with us.
