Salary
$20 – $22 an hour
Job Type
Full-time
Qualifications
Microsoft Office: 5 years (Preferred)
Administrative: 5 years (Preferred)
Data entry: 5 years (Preferred)
Full Job Description
We are searching for a detail-oriented and professional Administrative Assistant 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.
Administrative Assistant 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 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 Admin@ArcherHuntley.com
Job Type: Full-time
Pay: $20.00 – $22.00 per hour
Benefits:
Life insurance
Paid time off
Retirement plan with matching
Schedule:
8 hour shift
Day shift
Monday to Friday
Ability to commute/relocate:
Brighton, MI: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
Microsoft Office: 5 years (Preferred)
Administrative: 5 years (Preferred)
Data entry: 5 years (Preferred)
Work Location: One location