Administrative Assistant

Job Details

Opportunity: Michigan Financial Companies is currently looking for a full-time administrative assistant to work directly with an Investment Advisor Representative. This position will be working out of our Southfield office location.

Objective: The Administrative Assistant will be responsible for assisting the Financial Advisor in their day-to-day operations. Must be very comfortable working with a personal computer.

Reports to: Financial Advisor

Primary Responsibilities (including, but not limited to):

• Answer and make phone calls
• Organize and schedule appointments
• Assist with marketing communications
• Maintain compliant files
• Update electronic filing system
• Submit account paperwork
• Follow-up on submitted paperwork
• Update Client Relationship Management system (CRM)

Required Qualifications:

• 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, and Outlook
• Ability to learn other software programs
• Ability to work independently and as part of a team
• Positive attitude

Preferred Qualifications:

• Experience working with clients
• Experience with a Client Relationship Management (Salesforce & Redtail) tool
• Working knowledge of office equipment, like printers and fax machines
• Experience in the financial services industry

Compensation:

• $20-25 per hour based on qualifications

 Michigan Financial Companies

 06/15/2024

 Southfield,MI