Client-Facing Administrative Assistant – Wealth Management

Uniiited; Ann Arbor (MI); In loco; USD 45.000 - 48.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with employer match

Discretionary profit sharing

Medical, life, and disability coverage

Paid time off and sick time

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Administrative experience

Attention to detail

Team player

Excellent communication

Strumenti

QuickBooks

Microsoft Office

CRM systems

Zoom

Descrizione del lavoro

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.