Administrative Assistant

Uniiited; Ann Arbor (MI); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

401(k) with employer match

Discretionary profit sharing

Medical, life, and disability coverage

Paid time off and sick time

Job summary

Uniiited, a wealth management firm in Ann Arbor, is seeking an Administrative Assistant to support daily operations and deliver a professional client experience. You will collaborate with advisors to manage schedules, maintain records, and coordinate details that keep the office running smoothly.

You will engage with clients and vendors, handle communications, and perform data entry with confidentiality. This role emphasizes organization, teamwork, and accuracy in a compliance-driven setting.

Qualifications

• Two years of administrative experience, financial services preferred.
• Proficient with QuickBooks, Microsoft Office, CRM systems, and Zoom.
• Strong organizational skills and ability to manage multiple priorities.
• Excellent written and verbal communication and professional demeanor.

Responsibilities

• Serve as the first point of contact for clients, vendors, and business partners.
• Manage incoming communications, scheduling, and general office coordination.
• Provide administrative support, including filing, scanning, and document organization.
• Coordinate advisor calendars, travel arrangements, and meeting logistics.
• Maintain accurate, organized, and confidential client records.
• Complete timely and precise data entry across firm systems.
• Execute client engagement initiatives, including birthday recognition, events, and gifting programs.
• Support efforts to enhance client satisfaction and strengthen long-term relationships.
• Assist with compliance-related tasks and audit preparation.
• Maintain awareness of firm policies and applicable industry requirements.
• Adapt to evolving operational procedures and regulatory processes.

Skills

Administrative experience

Attention to detail

Team player

Excellent communication

Tools

QuickBooks

Microsoft Office

CRM systems

Zoom

Job description

Schedule: Monday–Friday | 9:00 a.m.–5:00 p.m.

About the Opportunity

A well-established wealth management firm in Ann Arbor is seeking an Administrative Assistant to support daily operations and deliver an attentive, professional client experience.

This role combines administrative coordination with client interaction. You’ll work closely with advisors to manage schedules, maintain accurate records, and coordinate the details that keep the office running smoothly. It’s an opportunity for an organized, personable professional who takes pride in accurate work and enjoys contributing to a collaborative team.

Key Responsibilities

Client & Office Support

• Serve as the first point of contact for clients, vendors, and business partners.
• Manage incoming communications, scheduling, and general office coordination.
• Provide administrative support, including filing, scanning, and document organization.

Operations & Coordination

• Coordinate advisor calendars, travel arrangements, and meeting logistics.
• Maintain accurate, organized, and confidential client records.
• Complete timely and precise data entry across firm systems.

Client Experience & Engagement

• Execute client engagement initiatives, including birthday recognition, events, and gifting programs.
• Support efforts to enhance client satisfaction and strengthen long-term relationships.

Compliance & Process Support

• Assist with compliance-related tasks and audit preparation.
• Maintain awareness of firm policies and applicable industry requirements.
• Adapt to evolving operational procedures and regulatory processes.

Qualifications

• At least two years of administrative experience; financial services experience preferred.
• Proficiency with QuickBooks, Microsoft Office, CRM systems, and Zoom.
• Strong organizational skills and the ability to manage multiple priorities.
• Excellent written and verbal communication skills and a professional demeanor.
• High attention to detail, accuracy, and confidentiality.
• Ability to work effectively in a team-oriented environment.
• Adaptability and a willingness to learn in a compliance-driven setting.
• $45,000-$48,000
• 401(k) with employer match
• Discretionary profit sharing
• Medical, life, and disability insurance
• Paid time off and sick time

Why Join?

• Enjoy a consistent weekday schedule.
• Join a collaborative team at an established wealth management firm.
• Build client relationships while supporting advisors and daily business operations.
• Contribute to a workplace where accuracy, initiative, and personal service are valued.

Uniiited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), age, marital status, national origin, citizenship status, disability, genetic information, veteran status, or any other status protected by law. If you require assistance or a reasonable accommodation during the application process, please visit our website privacy and terms of use for more information. The EEOC “Know Your Rights” poster is available at https://www.eeoc.gov/poster.