Administrative Assistant/Client Support Representative

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Located in Brighton, MI

Salary: $20.00 - $22.00/hr

Express Employment Professionals of Howell/Brighton MI is searching for a detail-oriented and professional Administrative Assistant/Client Support Representative to fill a Direct-Hire position with a Financial Planning Firm located in Brighton. This is a long-term career opportunity with a privately owned company offering job stability and benefits within a positive, team-oriented, and friendly work environment.

 

Schedule: 8:00am – 5:00pm / Monday – Friday

 

Starting Pay Rate: $20.00 - $22.00/hr Depending on Experience + Benefits

 

About the Financial Planning Firm:

Our services span the entire financial planning and service spectrum. From retirement, multigenerational planning, and estate planning to investment and asset management, tax strategies, philanthropy, and more. These capabilities allow us to develop programs customized to our clients' individual requirements.

 

The Administrative Assistant/Client Support Representative is responsible for supporting the CFP (Certified Financial Planners) with clerical, office, and client support task to facilitate and process financial planning services. This may include data entry, records management, research, compiling reports, and direct contact with clients and/or financial institutions to ensure follow through on services provided. The Administrative Assistant/Client Support Representative will be responsible for document preparation and supports the daily operations of our office.

 

Responsibilities:

  • Manage database of client files, compliance updates, and other company information
  • Facilitate and report on productivity workflow
  • Handle mailings and correspondence
  • Organize and maintain company files and paperwork
  • Track rollover information
  • Coordinate licensing and track continuing education classes
  • Prepare new client kits
  • Maintain supplies and equipment for work area
  • Support Office Manager in his or her duties
  • All other duties as assigned

 

Qualifications:

  • Proficiency in MS Office Suite and ability to learn new technology
  • At least two years of relevant office experience
  • Knowledge of office practices, procedures, and equipment
  • Experience in filing and record keeping
  • Exceptional organizational skills
  • Ability to prioritize workflow
  • Excellent customer service skills

 

WE ARE HIRING NOW! APPLY TODAY! Please submit your resume to jessica.kerr@expresspros.com  or call Jessica at 517-546-5627 to discuss additional details

 

Express Office: Howell (Brighton)
2160 Grand River Annex
Suite 200
Brighton, MI 48114
Apply Now