Administrative Assistant

Sequoia Financial Group•Troy, MI

About The Position

Sequoia Financial Group is a growing Registered Investment Advisor headquartered in Northeast Ohio that provides financial planning and wealth management services. The firm’s purpose is to enrich lives, guided by the values of integrity, passion, and teamwork. Sequoia describes itself as a place where team members can grow, develop their professional missions, and build long-term careers. The Administrative Assistant handles a broad range of clerical, organizational, client-service, and operational tasks to support the office and team. The role serves as a first point of contact for clients and visitors, helps ensure that communications and documents reach the appropriate team members, and coordinates meetings, events, travel, and office needs. The position requires at least 2–3 years of administrative and/or customer-service-related experience. Experience with Salesforce, Outlook, and a professional office setting is preferred. The role requires frequent minimal physical effort, including sitting, prolonged computer work, standing, and walking. Depending on location, occasional moving or lifting of light equipment or furniture may be required. Occasional travel to client sites, company offices, or industry events may be needed. Applicants must be authorized to work in the United States full time without employer sponsorship.

Requirements

At least 2–3 years of administrative and/or customer-service-related experience.
Excellent verbal and written customer-service skills.
Ability and willingness to work in a fast-paced environment alongside colleagues toward a common goal.
Detail-oriented.
Motivated self-starter with demonstrated ability to learn new technology and processes.
Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship at any point.

Nice To Haves

Experience with Salesforce and Outlook.
Experience working in a professional office setting.

Responsibilities

Order and mail client gifts.
Prepare prospect packets for meetings and events.
Monitor client-facing external file-share and voicemail folders, and retrieve, organize, and route incoming documents and messages to appropriate team members in a timely manner.
Handle inbound and outbound packages and mail, scanning documents as needed.
Process checks.
Forward incoming faxes and client files.
Maintain and organize employee common areas, including ordering office supplies and beverages.
Forward incoming invoices for items such as office supplies and shredding.
Greet clients and guests as they enter the office.
Provide firm-wide support for inbound calls.
Provide backup support for other administrative staff when they are out of the office.
Prepare for client meetings and prepare agendas for internal office meetings.
Print and bind materials as needed in the office.
Arrange service for office equipment and facilities, including printers, office space, shredding, and water.
Process quarterly tax payments.
Prepare offices and desks for onboarding employees.
Book and organize client and internal team events, such as volunteer events, employee engagement events, client appreciation events, and holiday parties.
Research and book employee travel and transportation as needed.
Coordinate travel.
Coordinate logistics for internal meetings and client events.
Organize information regarding business opportunities.