Administrative Assistant

Position Overview:

The Financial Administrative Assistant will provide essential administrative support to

the finance department, assisting with day-to-day financial operations and ensuring

accuracy and efficiency in financial processes. This role requires strong organizational

skills, attention to detail, and the ability to multitask in a fast-paced environment.

The Position is for 20 hours per week

Key Responsibilities:

● General Administrative Support: Provide general administrative support to the

finance department, including answering phones, responding to emails,

scheduling meetings, opening/closing the office, etc.

● Appointment Scheduling: Schedule appointments, meetings, and other events for

clients, customers, and internal staff. Coordinate with relevant parties to confirm

appointments and ensure timely attendance.

● Resolve client issues or disputes in a timely and satisfactory manner,

escalating as needed to ensure resolution.

● Build and maintain positive relationships with clients through regular

communication and interaction.

● Serve as the primary point of contact for clients, addressing their inquiries,

concerns, and feedback promptly and professionally.

● Understand clients' needs and preferences to provide personalized service

and support.

● Coordinate with internal teams to ensure timely delivery of products,

services, and solutions that meet clients' expectations.

● Calendar Management: Maintain and update calendars for executives, managers,

and team members, ensuring accuracy and consistency in scheduling activities.

● Communication: Communicate scheduling changes, updates, and reminders to

employees, clients, and other stakeholders in a clear and timely manner. Respond

to inquiries and requests related to scheduling promptly and professionally.

● Financial Documentation and Filing: Organize and maintain financial documents,

records, and files in both digital and physical formats. Ensure compliance with

company policies and regulatory requirements.

● Account Management: Support the advisors with client account management,

making sure that paperwork is correct and filed in a timely manner

● Attend Seminars & events with team and welcome clients in a friendly manner

while building relationships

Job Type: Part-time

Pay: $16.98 - $17.85 per hour

Expected hours: 20 per week

Schedule:

• 8 hour shift

Ability to Relocate:

• Grand Rapids, MI 49508: Relocate before starting work (Required)

Work Location: In person