Administrative Assistant

Bill Good Marketing • Novi, MI

17h • $42,000 - $54,000 • Onsite

About The Position

The Financial Center is a boutique firm that builds real relationships with clients, and this role is crucial for maintaining that client-focused approach. The Administrative Assistant will be the first point of contact for clients, coordinating onboarding, and ensuring a positive client experience. This role is designed to handle operational details and problem-solving, allowing the advisory team to focus on client service. Experience in financial services with a preference for client-facing aspects is ideal.

Requirements

• Organized and detail-oriented.
• Cares about accuracy and follows through on commitments.
• Genuinely client-focused, thinking about client needs and improving their experience.
• Asks good questions, listens, and solves problems.
• Works well in a team, pitches in, communicates clearly, and makes coworkers' jobs easier.
• Tech-savvy and adaptable, picks up new systems quickly.
• Not afraid to ask for help when needed.
• Brings ideas for improvement.
• Open to learning financial services concepts, software, and client relationship importance.

Nice To Haves

• Experience in financial services.
• Experience in client-facing roles.

Responsibilities

• Manage day-to-day operations to maintain strong client relationships.
• Answer phones and emails.
• Coordinate client appointments and meetings.
• Handle the administrative aspects of onboarding new clients.
• Pull together client files.
• Process account paperwork.
• Prepare mailings.
• Maintain accurate and organized client data.
• Address client questions and concerns.
• Follow up on client requests.
• Keep track of commitments made to clients.
• Ensure smooth operational workflows across the team.
• Stay informed about company services to discuss them with clients.
• Maintain and improve operational systems.

Benefits

• 401(k) with a 3% employer match
• 14 days PTO
• Healthcare allowance
• Real growth potential as the role expands and the firm grows

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed