Administrative Assistant
$42,000–$54,000 year
On-siteNovi, Michigan, United States
Job Summary
Answer phones and emails, coordinate client appointments and meetings, and handle paperwork for new client onboarding alongside the advisory team. Pull together client files, process account paperwork, prepare mailings, and maintain accurate data. Follow up on client requests and track promised deliverables to ensure nothing falls through the cracks. Keep internal systems running smoothly and coordinate workflows across the team while staying updated on services to speak intelligently with clients. This role supports a boutique financial firm focused on building real relationships, requiring an organized, client-focused individual who thrives in a collaborative environment.
Required Qualifications
- Organized and detail-oriented
- Client-focused
- Ability to ask good questions, listen, and solve problems instead of passing them along
- Works well in a team
- Communicates clearly
- Tech-savvy and adaptable
- Ability to pick up new systems quickly
- Open to learning financial services concepts, specific software, or the story behind why a client relationship matters
Desired Qualifications
- Experience in financial services
- Enjoyment of client-facing parts of the job
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