Front Office Administrator

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Mattson Financial Services, LLC, a financial services firm in Kentwood, MI, has an opening for a full-time Front Office Administrator. And this is far more than just another job opportunity!

When you join our team, you’re given a lot more than a desk and a phone. You’ll get:

• Paid vacation time
• Employer sponsored 401(k) plan
• Group health insurance plan
• Community involvement
• Team building
• Trip incentives
• Spa benefits
• Dry cleaning
• Bonus potential
• Monthly team celebration luncheons

Now, you’re probably wondering a little more about what we need, so here it is:

• 2+ years of experience in a Client Services environment (required)
• 2+ years of office/administrative experience (required)
• Experience in insurance & financial services, specifically annuities, life insurance, & managed money (preferred)
• High School Diploma (required)
• Ability to provide excellent client service
• Able to work efficiently in a fast-paced environment
• Effective time management skills
• Proficient with Adobe, Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook) and Social Media applications such as Facebook, Instagram, YouTube & LinkedIn
• Able to work efficiently in a fast-paced environment
• Able to work on MacBooks

Want some more specifics? If you join the Mattson Financial Services team, here’s what you’ll be doing:

• Talk with potential clients to discuss financial concerns and convert those leads to appointments with advisors of the practice
• Screen and register prospects for upcoming events and appointments
• Call prospects to set appointments and complete follow up & reminder calls
• Nurture prospects through the appointment process
• Learn the client services function within the firm and provide support as needed
• Respond to client inquires as needed
• Open mail and assist firm’s CPA with filing
• Maintain database programs
• Assist advisors in client meetings by greeting clients, offering beverages, verifying allergies, set up, sanitize and restock conference rooms
• Answer radio calls on 2-3 weekends per month (Saturdays 10-11am, Sundays 11-12pm and can answer from home so would be working remote for these 2-3 hours)
• Maintain the cookie station as well as the front welcome area
• Operate with a proactive approach to advisors and clients
• All other duties as assigned

Pay: $45,000+

Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!

Check out our website at https://mattsonfinancial.com/

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Day shift

Application Question(s):

• What is your desired salary? (can indicate range; please do not put negotiable)

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 3 years (Required)
• Administrative: 3 years (Required)

Ability to Commute:

• Kentwood, MI 49512 (Required)

Work Location: In person