Entry-Level Operations & Administrative Support

Position Overview:

We are seeking a detail-oriented, tech-savvy professional to join our team as an Operations & Administrative Support Specialist.

In this role, you will be essential to the efficiency of our day-to-day operations—providing support to our Training Director, Managing Directors, and in-house specialists.

Your responsibilities will include managing calendars, organizing data, and assisting with design, compliance, and focused initiatives to help ensure our team’s continued success.

Why You’ll Love This Role:

• Growth-Oriented: We invest in your development—equipping you with tools, training, and opportunities to advance your career.
• Collaborative Team Culture: Join a supportive environment where everyone—from executives to support staff—works together to deliver exceptional client experiences.
• Real Impact: Be the backbone of seamless operations that allow our financial professionals to focus on serving clients and driving growth.

Salary:

$45,000–$55,000 per year, plus performance-based bonus

Benefits:

Medical, Dental, Vision, 401(k), and Vacation Days (based on seniority)

Location:

411 Hackensack Ave, Hackensack, NJ (In person)

About WealthBridge Financial Group:

WealthBridge is widely respected for delivering exceptional resources and solutions in advanced planning, digital marketing, premium financing, and CPA partnerships.

We believe in empowering our employees to learn quickly, grow continuously, and make a meaningful impact.

WealthBridge Financial Group is an equal opportunity employer, committed to creating a diverse, inclusive workplace where everyone belongs.

$45,000 - $55,000 yearly

• Manage scheduling and calendars, including client appointments and internal meetings
• Accurately handle data entry, recordkeeping, and administrative documentation
• Assist with office operations such as file organization and training tracking
• Support daily workflows using CRM systems, advanced planning tools, new business management platforms, and other internal systems
• Draft and prepare correspondence, reports, and digital communications
• Coordinate internal projects and support marketing initiatives in collaboration with our digital marketing team and in-house specialists

Essential Skills & Attributes:

Technical Skills

• Proficiency in Excel and MS Office (Word, Outlook, PowerPoint)
• Familiarity with AI tools (e.g., automation, analytics tools, CRM platforms)
• Computer literacy (data entry, digital documentation)
• Basic understanding of scheduling and calendar tools
• Comfortable learning new software quickly

Soft Skills & Attributes

• Strong organization and multitasking skills
• Excellent time management and prioritization
• Clear written and verbal communication
• Adaptable and detail-oriented mindset
• Collaborative, proactive, and client-focused

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs.

Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice.

We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals.

If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.