Administrative Assistant - Troy, MI

Advisor Talent Solutions•Troy, MI

1d•$35,000 - $40,000•Onsite

About The Position

Join a trusted leader in the financial and estate planning industry! EPI Financial Group based out of Troy, MI began over twenty years ago with a vision: to help individuals coordinate their finances with their estate planning needs. We are seeking an Administrative Assistant to join our team. The ideal candidate will be motivated to start a career in the financial industry. If you are dependable and highly detail oriented we have the opportunity for you!

Requirements

High School Diploma
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Strong organizational skills and strong attention to detail
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work
Possess a willingness to learn and openness to feedback

Responsibilities

Answer phones in a friendly, warm manner
Calendar management, including setting and confirming appointments
Prepare documentation and materials in advance for client appointments
Maintain the firm’s CRM system (Redtail) through accurate data entry and database management
Assist clients with issues, concerns and account inquiries
Manage filing system
Sort, scan and distribute incoming mail and deliveries
Maintain job-related/industry specific compliance files
Prioritize daily tasks to be proactive in time management