Job Description
Job Description
* Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
* Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
* Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
* Support CRM data entry and maintenance to keep client records accurate and current.
* Handle general office administration: mail, supplies, vendor coordination, and expense tracking.
Requirements
* Strong written and verbal communication skills, with a professional and client-first demeanor.
* High attention to detail and comfort managing multiple priorities in a fast-paced office.
* Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
* Discretion and sound judgment when handling confidential client and financial information.
* A proactive, self-starter mindset and genuine interest in supporting a collaborative team.
Benefits
* Comprehensive health, dental, life, and short and long term disability insurance.
* 401(k) with company match.
* Generous paid time off.
* Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
* Competitive base salary plus performance based incentive compensation.
* A small, collaborative firm environment with direct access to leadership and a real seat at the table.
Job Description
* Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
* Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
* Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
* Support CRM data entry and maintenance to keep client records accurate and current.
* Handle general office administration: mail, supplies, vendor coordination, and expense tracking.
Requirements
* Strong written and verbal communication skills, with a professional and client-first demeanor.
* High attention to detail and comfort managing multiple priorities in a fast-paced office.
* Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
* Discretion and sound judgment when handling confidential client and financial information.
* A proactive, self-starter mindset and genuine interest in supporting a collaborative team.
Benefits
* Comprehensive health, dental, life, and short and long term disability insurance.
* 401(k) with company match.
* Generous paid time off.
* Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
* Competitive base salary plus performance based incentive compensation.
* A small, collaborative firm environment with direct access to leadership and a real seat at the table.
Executive Assistant in lansing at Unknown Company
- Typical pay
- $43,350–$52,635
For context, most administrative assistants earn between $43,350–$52,635 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and onsite.