Administrative Assistant Troy, MI

Troy, MI - USA

Yearly Salary: $ 35000 - 40000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant

Firm: EPI Financial Group

Location: Troy MI

Overview:

Join a trusted leader in the financial and estate planning industry! EPI Financial Group based out of Troy MI began over twenty years ago with a vision: to help individuals coordinate their finances with their estate planning needs.

We are seeking an Administrative Assistant to join our team. The ideal candidate will be motivated to start a career in the financial industry. If you are dependable and highly detail oriented we have the opportunity for you!

What youll do:

Answer phones in a friendly warm manner
Calendar management including setting and confirming appointments
Prepare documentation and materials in advance for client appointments
Maintain the firms CRM system (Redtail) through accurate data entry and database management
Assist clients with issues concerns and account inquiries
Manage filing system
Sort scan and distribute incoming mail and deliveries
Maintain job-related/industry specific compliance files
Prioritize daily tasks to be proactive in time management

What Were Looking For:

High School Diploma
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Strong organizational skills and strong attention to detail
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Thrive in a time sensitive environment and adaptable to change without affecting the quality of work
Possess a willingness to learn and openness to feedback

What Youll Get:

Pay & Perks:

$35000 - $40000/year based on experience bonus potential
Health and dental insurance after 90 days
401k with matching
PTO
Opportunities for career growth alongside ongoing training and professional development

Schedule:

In office: Monday-Thursday 7:30am-4:00pm
Fridays 7:30am 3:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: Administrative AssistantFirm: EPI Financial GroupLocation: Troy MIOverview: Join a trusted leader in the financial and estate planning industry! EPI Financial Group based out of Troy MI began over twenty years ago with a vision: to help individuals coordinate their finances with their esta...