Administrative Assistant

$16 - $22 per hour

Michigan Financial Companies

Job description:

Opportunity: Michigan Financial Companies is currently looking for a part-time administrative assistant (30-35 hours) to work directly with a financial advisor. This position will be working out of the Southfield, MI area.

Objective: The Administrative Assistant will be responsible for assisting the Financial Planners in their day-to-day operations. Working knowledge of a PC computer is a must.

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

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 dealing with clients
Experience with a Client Relationship Management tool
Working knowledge of office equipment, like printers and fax machines
Experience in the financial services industry

Pay: $16.00 - $22.00 per hour

Apply

Vacancy posted 19 hours ago

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