Client-Facing Office & Admin Coordinator

Sequoia Financial Group; Troy (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Sequoia Financial Group seeks an Administrative Assistant to handle a wide range of clerical tasks, client interactions, and office operations. The role focuses on organizing correspondence, scheduling, file management, and coordinating internal processes to ensure efficient team operations.

Ideal candidates bring 2-3 years of admin or customer service experience, proficiency with Salesforce and Outlook, and a professional office background.

Qualifications

• Minimum 2-3 years of administrative and/or customer service-related experience.
• Experience with Salesforce and Outlook.
• Experience working in a professional office setting.

Responsibilities

• Manage correspondence and scheduling for team and clients.
• Greet clients and visitors; maintain a welcoming office environment.
• Coordinate internal processes to support smooth operations.
• Prepare prospect packets for meetings and events.
• Handle outbound/inbound mail and package logistics.
• Support other admins and assist with meeting preparation.

Skills

Administrative experience

Customer service

Self-starter

Detail oriented

Tools

Salesforce

Outlook

Job description

Sequoia Financial Group seeks an Administrative Assistant to handle a wide range of clerical tasks, client interactions, and office operations. The role focuses on organizing correspondence, scheduling, file management, and coordinating internal processes to ensure efficient team operations.

Ideal candidates bring 2-3 years of admin or customer service experience, proficiency with Salesforce and Outlook, and a professional office background.