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

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the TFG
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of TFG'srecruiting/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.

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Administrative Assistant