Wealth Advisory Firm Office Assistant
Farmington Hills, MI Farmington Hills, MI Part-time Full-time Part-time Full-time $15 - $22 an hour $15 - $22 an hour 22 hours ago 22 hours ago 22 hours ago Client relations/phone/email written correspondence.
Manage, organize and update relevant business and client data.
Prepare summary reports for advisors.
Maintain necessary documentations for financial transactions and compliance.
Direct client involvement, handling and coordinating client services.
IT skills Microsoft office, Word, Excel, PowerPoint.
Ability to learn proprietary systems; ClientWorks, Broadridge, MorningStar, PaperClip, and CRM systems (SalesForce/Goldmine) Required Fingerprinting and background check.
Job Types:
Full-time, Part-time Pay:
$15.
00 - $22.
00 per hour
Benefits:
Dental insurance Health insurance Paid time off Retirement plan Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Farmington Hills, MI 48334:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Preferred)
Experience:
Customer service (Preferred) Shift availability:
Day Shift (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Manage, organize and update relevant business and client data.
Prepare summary reports for advisors.
Maintain necessary documentations for financial transactions and compliance.
Direct client involvement, handling and coordinating client services.
IT skills Microsoft office, Word, Excel, PowerPoint.
Ability to learn proprietary systems; ClientWorks, Broadridge, MorningStar, PaperClip, and CRM systems (SalesForce/Goldmine) Required Fingerprinting and background check.
Job Types:
Full-time, Part-time Pay:
$15.
00 - $22.
00 per hour
Benefits:
Dental insurance Health insurance Paid time off Retirement plan Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Farmington Hills, MI 48334:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Preferred)
Experience:
Customer service (Preferred) Shift availability:
Day Shift (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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