Office Administrator
$45k - $55kStep Up Recruiting
Administrative Coordinator – Financial Services
Location: Novi, MI Employment Type: Full-Time Salary Range: $45,000 – $55,000 annually
We are looking for a detail-oriented and professional individual to join our financial services team in a full-time administrative role. This position supports client-facing professionals, ensures regulatory compliance, and contributes to the smooth operation of daily office activities.
Key Responsibilities
- Provide administrative support to financial advisors and internal staff
- Greet and assist clients during in-office visits with professionalism and warmth
- Coordinate schedules, manage calendars, and send appointment reminders
- Maintain secure and accurate client records using CRM and financial platforms
- Handle client communications via phone, email, and mail
- Ensure all compliance-related documentation is properly completed and maintained
- Perform general office duties including document management and data entry
Qualifications
- Minimum of 2 years of administrative experience (experience in financial services preferred)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication abilities
- High level of professionalism and discretion with sensitive information
- Ability to manage multiple tasks and meet deadlines effectively
- Familiarity with financial industry regulations (e.g., FINRA, SEC) is a plus
- Proficiency in Microsoft Office and ability to learn CRM systems
Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM
What We Offer
- Competitive salary and onboarding support
- Opportunities for career growth and skill development
- A collaborative and supportive team environment
- Exposure to a dynamic, client-focused financial practice
Vacancy posted 26 days ago
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