Wealth Management Administrative Assistant

Administrative Assistant

Our client, a large financial services company is seeking an experienced Administrative Assistant, preferably with financial services experience, for a 6+ month contract role in East Lansing, MI. This role may be extended, and has potential to convert to a full-time employee. The role is in office 5 days/week, and office hours are 8-5. Parking is free at the office. The Senior Administrative Assistant provides support to meet the business needs of a small team of financial advisors as well as clients. Under moderate supervision, this job meets the daily requirements and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.

Key Responsibilities and Duties

• Serves as primary administrative contact and front desk point of contact for the 6-7 financial advisors in the office, and supports any client visits, needs or requests. Answers questions and resolves administration-related issues.
• Provides support for daily office operations including greeting clients as they have in office meetings, answering phones as needed, making meeting arrangements, supporting any travel and expenses.
• Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
• Acts as a liaison between the team and internal departments, ensuring effective communication and cohesion.
• Maintains Advisor calendars, contact lists and provides ad-hoc support as needed.

Key Requirements

• 2-3+ years of Administrative Experience, Financial Services experience strongly preferred. Other professional services may also be considered
• Excellent communication skills, professional, and collaborative / team focused
• Sharp technical skills- MS Office Suite, Outlook for calendar management, meeting scheduling.
• CRM experience strongly preferred, Salesforce ideal
• Highly organized, detail oriented

Pay Rate-$37.28- $39.28