Administrative Assistant

Bill Good Marketing•Novi, MI

1d•Onsite

About The Position

The Financial Center is a boutique firm that builds real relationships with clients and needs someone who understands the importance of this. The Administrative Assistant will be the first point of contact for clients, responsible for coordinating onboarding, and setting the tone for client interactions. This role is crucial for making the team's lives easier so they can focus on serving clients better. The position involves handling details, solving problems, and ensuring smooth operations. Experience in financial services with a focus on client-facing aspects is a plus.

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.
Enjoyed client-facing aspects of previous roles more than back-office parts.

Responsibilities

Manage day-to-day operations to maintain strong client relationships.
Answer phones and emails.
Coordinate client appointments and meetings.
Handle paperwork for onboarding new clients with the advisory team.
Compile client files.
Process account paperwork.
Prepare mailings.
Maintain accurate and organized data.
Address client questions and concerns.
Follow up on client requests and promises.
Ensure client needs are met and nothing is overlooked.
Keep systems running smoothly.
Coordinate workflows across the team.
Stay informed about services offered to discuss them intelligently with clients.