Full job description

Opportunity: Michigan Financial Companies is currently looking for a part-time administrative assistant to work directly with a financial advisor. This position will be working out of the Southfield, MI area.

Objective: The Administrative Assistant will be responsible for assisting the Financial Planners in their day-to-day operations. Working knowledge of a PC computer is a must.

Reports to: Financial Advisor

Primary Responsibilities (including, but not limited to):

• Answer and make phone calls
• Organize and schedule appointments
• Assist with marketing communications
• Maintain compliant files
• Update electronic filing system
• Submit account paperwork
• Follow-up on submitted paperwork
• Update Client Relationship Management system

Required Qualifications:

• Must have excellent organizational skills, attention to detail, and the ability to prioritize
• Must be technology savvy
• Dedicated to customer service
• Proficiency in Microsoft Word, Excel, and Outlook
• Ability to learn other software programs
• Ability to work independently and as part of a team
• Positive attitude

Preferred Qualifications:

• Experience dealing with clients
• Experience with a Client Relationship Management tool
• Working knowledge of office equipment, like printers and fax machines
• Experience in the financial services industry