Administrative Assistant

Job Description

Job Description

Join Lakeshore Financial Group as an Administrative Assistant and be part of a team that values strong, meaningful connections and comprehensive financial strategies. In this role, you'll play a crucial part in supporting a managing associate by engaging with clients, managing calendars, and ensuring accurate client data within our CRM system. You'll have the chance to learn directly from experienced advisors, helping you gain valuable insights and grow professionally in the finance industry.

We offer a competitive salary of $45,000 - $55,000 annually, along with a comprehensive benefits package. Our dynamic, team-oriented environment provides ample opportunities for mentorship and development, empowering you to advance your career confidently. If you're organized, detail-oriented, and ready to make an impact, we invite you to join our supportive, innovative workplace.

This is an in-person position.

$45,000 - $55,000 yearly

Client Communication:

• Proactively reach out to current and prospective clients.
• Serve as the primary point of contact for assigned clients.
• Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication.
• Build rapport and maintain positive client relationships.
• Complete all necessary paperwork/documents to secure client applications.

Schedule Management:

• Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs.
• Organize and coordinate meetings, reviews, and video calls efficiently.
• Proactively anticipate scheduling needs and potential conflicts.

CRM Management:

• Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information.
• Generate reports and perform data analysis as needed.
• Stay up-to-date on CRM best practices and contribute to system optimization.

• Bachelor's degree in Finance, Business Administration, or a related field.
• Strong organizational and time management skills with the ability to prioritize multiple tasks.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work independently and as part of a team.

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.