Administrative Assistant

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.

This role is ideal for someone who thrives in a fast-paced, highly detail-oriented environment and enjoys helping keep many moving pieces organized and moving forward. The right person is proactive, responsive, adaptable, and takes pride in following through completely and accurately. We are looking for someone who does not let tasks fall through the cracks and is willing to step in wherever needed to support the team and client experience.

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
• Manage multiple priorities simultaneously while maintaining accuracy and professionalism
• Follow up consistently on outstanding tasks, calls, emails, workflows, and pending items
• Assist with preparing, organizing, pre-filling, and processing detailed paperwork and documents
• Coordinate with vendors, custodians, and operational partners as needed
• 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
• Communicate regularly with custodians and operational teams regarding account processing and follow-up items
• 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
• Monitor and help move operational processes forward proactively and efficiently
• Ensure timely follow-through on paperwork, signatures, account requests, and client service items

We communicate regularly with custodians and operational partners.

Technology & Systems

• Learn and utilize industry software and operational platforms
• Use multiple software systems daily including CRM systems, custodial platforms, Microsoft Office, Adobe Acrobat, DocuSign, booking calendars, spreadsheets, and operational workflows
• 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
• Occasionally assist with evening client events, learning events, or team functions throughout the year
• Demonstrate flexibility and willingness to help the team accomplish priorities as needs evolve

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
• Strong sense of urgency and responsiveness
• Excellent follow-up and follow-through habits
• Comfortable managing multiple responsibilities
• Able to stay organized while multitasking in a fast-moving environment
• Comfortable learning and navigating multiple software systems
• Efficient, accurate, and process-oriented
• Willing to step in and help wherever needed
• 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, DocuSign and general office technology
• Experience with CRM systems, workflows, and scheduling tools
• 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
• 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.

This is not a slow-paced or highly repetitive administrative role. The right person will enjoy problem solving, multitasking, organization, client service, operational support, and helping a growing team execute at a high level.

We are building something special — and we’re looking for the right person to grow with us.