Administrative Assistant

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.

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.

• 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

• 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 & Power Point
• Ability to learn other software programs
• Ability to work independently and as part of a team

• 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

$18-$24 per hour, depending on experience level.

We are an Equal opportunity employer, we prohibit discrimination against and harassment of any employee or applicant for employment because of race, color, national or ethnic origin, age, sex, religion, disability, sexual orientation, gender identity and expression, veteran status or any other characteristic protected under applicable federal or state law.