An Opportunity to Grow and Make an Impact
At Wealth Progression Group, we believe great support drives great success. We’re looking for a highly organized, proactive, and dependable Office Manager who wants to be part of a growing firm that values excellence, purpose, and people.
In this role, you’ll work directly with our Wealth Strategists and leadership team, ensuring smooth operations, professional client experiences, and efficient systems that make an impact.
What You’ll Do
? Provide high-level administrative and operational support
? Manage calendars, client meetings, and preparation of materials
? Coordinate client onboarding and maintain accurate records
? Handle client inquiries with professionalism and care
? Manage office systems, supplies, and vendor relationships
? Collaborate with team members to improve workflows and client service
What You’ll Bring
? Strong organizational skills and attention to detail
? Excellent written and verbal communication
? Ability to manage multiple priorities and follow through
? Proficiency with Microsoft Office Suite (Excel, Outlook, Word)
? Professionalism, discretion, and a client-first mindset
Preferred:
?? Bachelor’s degree in business, finance, or related field
?? 2+ years of administrative or financial services experience
?? Familiarity with CRM systems (RBC, Schwab, etc.)
· Series 7, 65/66, or insurance licenses
Why Join Wealth Progression Group?
?? Growth & Advancement – Build your career in financial operations and client service
?? Mentorship – Learn directly from experienced Wealth Strategists and leaders
?? Team Culture – Be part of a collaborative, purpose-driven firm
?? Competitive Pay & Benefits – Salary based on experience, with full-time benefits
About Wealth Progression Group
At WPG, we help individuals, families, and business owners build, protect, and progress their wealth through strategic planning and trusted relationships. We’re passionate about helping clients — and our team — reach their full potential.
If you’re ready to contribute, grow, and make an impact, we’d love to meet you.
Apply today and help create progress together.
Skills Required
- Strong organizational skills and attention to detail
- Excellent written and verbal communication
- Ability to manage multiple priorities and follow through
- Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word
- Professionalism, discretion, and a client-first mindset
- Bachelor's degree in business, finance, or a related field
- 2+ years of administrative or financial services experience
- Familiarity with CRM systems such as RBC or Schwab
- Series 7, 65/66, or insurance licenses
What We Do
Elevate Results Consulting helps businesses improve performance through strategic and tactical human-resources support. It advises clients on recruitment, talent acquisition, compensation, employee engagement, retention, onboarding, training, and HR processes. The firm acts as a strategic advisor, identifying talent gaps and customizing people-focused solutions for organizations at different stages of growth, while helping them develop employees, strengthen teams, and build more effective workplace practices.
