Administrative Assistant
Job description
About the Position
We are currently looking for a part-time Administrative Assistant to work directly with a Wealth Management Advisor in our Southfield, MI office location. The position will begin at 30-35 hours per week, depending on the candidate’s availability. Potential full-time hours in the future. Exact days/hours flexible.
Objective
The Administrative Assistant will be responsible for assisting the Wealth Management Advisor in their day-to-day operations. Working knowledge of a PC computer is a must.
Responsibilities
- Assist with Advisor’s day-to-day operations
- Answer and make phone calls
- Organize and schedule appointments
- Meeting preparation
- Gather documentation for client review meetings
- Complete Application forms
- Maintain compliant files
- Update Client Relationship Management system
Requirements
Required
- Must have excellent organizational skills, attention to detail, and the ability to prioritize
- Must be technology savvy
- Dedicated to customer service
- Proficiency in Microsoft Word, Excel, Outlook & PowerPoint
- Ability to learn other software programs
- Ability to work independently and as part of a team
- Positive attitude
- Strong communication skills
Preferred
- Experience in the financial services industry – strongly preferred
- Experience dealing with clients
- Experience with any Client Relationship Management tool
- Working knowledge of office equipment, like printers and fax machines
Compensation
$18-$24 per hour, depending on experience level.
About the Company
Check the background of this firm/advisor on FINRA’s BrokerCheck.
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Michigan Financial Companies has been helping business owners preserve and grow their assets and realize their financial goals.