Client & Operations Administrative Specialist

Sequoia Financial Group; Troy (MI); On-site; USD 38,000 - 55,000; Full time

Job summary

Sequoia Financial Group is seeking an Administrative Assistant to manage correspondence, schedule meetings, file organization, and various clerical duties. The role also oversees internal processes to ensure smooth operations and acts as the first point of contact for clients and visitors in a professional, welcoming environment.

The position requires strong organizational skills, attention to detail, and the ability to support multiple admins and events.

Qualifications

• Minimum 2-3 years of administrative and/or customer service experience.
• Experience with Salesforce and Outlook is preferred.

Responsibilities

• Ordering/mailing of client gifts.
• Prepare prospect packets for meetings and events.
• Monitor client-facing external file share and voicemail folders; route documents to team.
• Handle all outbound/inbound packages and mail; scan documents as needed.
• Check processing.
• Forward incoming faxes and client files.
• Maintain and organize employee common areas; order office supplies and beverages.
• Forward incoming invoices—office supplies, shredding.
• Greet clients and guests on entry.
• Provide firm-wide support for inbound calls.
• Backup support for other Admins when out of the office.
• Prepare for client meetings and internal office meeting agendas.

Skills

Administrative experience

Customer service

Organizational skills

Tools

Salesforce

Outlook

Job description

Sequoia Financial Group is seeking an Administrative Assistant to manage correspondence, schedule meetings, file organization, and various clerical duties. The role also oversees internal processes to ensure smooth operations and acts as the first point of contact for clients and visitors in a professional, welcoming environment.

The position requires strong organizational skills, attention to detail, and the ability to support multiple admins and events.