Financial Office Administrator - Franklin, MI

Advisor Talent Solutions•Franklin, MI

1d•$50,000 - $70,000•Onsite

About The Position

Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Our fast-paced financial firm in Franklin, MI is looking for a detail-orientated Office Administrator to ensure the client experience runs as smoothly and comfortably as possible. We are seeking a diligent, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our clients’ financial freedom! Wealth Trac Financial LLC is an independent wealth management firm that operates on the fiduciary standard. Our firm founded in 2007 by the #1 advisor for one of the “big name firms,” because he wanted to create a company where clients come first, not the executives or shareholders. Wealth Trac was created to challenge the typical “Wall Street” model and offer superior advice, service, and quality in the wealth management landscape. This philosophy is at the forefront of everything we do.

Requirements

3+ years of Administrative Office experience in a fast-paced environment
Financial experience is strongly preferred
Financial Industry experience preferred, but not required
Intermediate to advanced skills with MS Office Suite, specifically Excel
Previous experience with CRM platform (Salesforce / Wealthbox)
Desire to obtain long-term employment

Nice To Haves

Ability to prioritize projects and manage time effectively
Savvy customer service to include excellent communication, both verbal and written, with correct spelling and grammar
Strong initiative and follow-through
Good-natured, positive attitude while always maintaining professionalism
Ability to demonstrate persistence to achieve quality

Responsibilities

Assist the Financial Advisor in managing the office to exceed client and regulatory expectations
Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Maintain office supplies
Organize incoming and outgoing mail and package deliveries
Assist clients with issues and account inquiries
Build and improve upon client relationships
Database management
Calendar management and appointment setting
Pre-appointment preparation, including compiling account summaries
Maintain electronic filing system and CRM
Complete and process new client applications
Record notes from client conversations
Assist with various marketing objectives
Other industry-specific tasks as needed