Summary
Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivent''s Southeast Advisor Group. Founded by Michael Raymond, ChFC, CEPA, FIC, TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence, integrity, and genuine service - and we''re looking for someone who embodies those same values.
Position Overview
The Office Receptionist is the first face clients and guests encounter when visiting our Asheville location. This is a high-visibility, relationship-forward role that requires professionalism, warmth, and exceptional organizational instincts. You will support multiple advisors operating from the Asheville office, serve as a key operational anchor for the space, and provide administrative and communications support to our Executive Assistant and Marketing Director.
The Office Receptionist reports to and is employed by Trailhead Financial Group.
Travel & Secondary Location: Complete a mandatory 6-week in-person training program at the Hendersonville, NC office prior to full deployment . Hendersonville office serves as an ongoing secondary work location, but will work out of both Ashville and Hendersonville locations. Occasional travel may be required to support executive operations, attend conferences, or participate in firm-sponsored events
Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.
Job Description
Position Roles/Responsibilities/Accountabilities
Client & Guest Services
Serve as the primary point of welcome for all clients and visitors to the Asheville office
Greet and direct clients for multiple advisors in a professional, warm manner
Represent Trailhead Financial Group as one of the recognizable faces of the organization at events and in the office
Office Operations
Manage daily opening and closing procedures for the Asheville office
Maintain the overall appearance, organization, and readiness of the shared office space
Monitor advisor schedules and calendars - proactively flag conflicts, gaps, or scheduling concerns to leadership (scheduling decisions remain with the advisor team)
Communications & Administrative Support
Answer and professionally route all inbound calls
Make outbound calls as directed by the advisor team or executive assistant
Receive, sort, and distribute incoming mail
Scan and digitally file documents with accuracy and attention to detail
Draft, format, and send emails on behalf of the team as requested
Executive & Marketing Support
Support Executive Assistant with administrative tasks and serve as coverage during her absence
Assist Marketing Director with social media posting and content coordination as needed
Represent TFG at select company events and client-facing functions
Position Qualifications
Exceptional interpersonal and communication skills - both written and verbal
Professional, polished appearance and demeanor consistent with a client-facing financial services environment
Strong organizational skills with the ability to manage multiple priorities simultaneously
Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology
Reliable, punctual, and detail-oriented with a proactive approach to problem-solving
Prior experience in a receptionist, front-desk, or administrative support role
Familiarity with financial services, wealth management, or professional services environments (preferred)
Experience with calendar management tools and CRM platforms (preferred)
Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preffred)
Notary Public preferred (or willing to obtain in first 90-days of employment)
Competencies
External/Internal Dependencies
As part of TFG's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.