Client Relations Admin – In-Office, Wealth Strategy Firm

Retirement & Wealth Strategies; Farmington Hills (MI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Paid holidays

Gym credit

Education support

Job summary

Retirement & Wealth Strategies in Farmington Hills, MI is seeking a dedicated Admin to join our Administration Team. This long-term, full-time in-office role focuses on front desk support, office coordination, and workflow tasks that keep our advisory practice running smoothly.

Ideal candidates have 2–5 years of administrative or financial services experience, strong communication, and proficiency with Microsoft Office.

Qualifications

• 2–5 years of administrative, office support, or financial services experience.
• Strong attention to detail and ability to work independently.
• Excellent communication and multitasking skills.
• Proficiency with Microsoft Office Suite and client confidentiality.

Responsibilities

• Front desk support: greet visitors, answer and route phone calls, manage scheduling and calendar requests.
• Office coordination: handle mailings, filing, scanning, maintain a clean and organized desk and office area.
• Workflow support: work within a ticketing system to fulfill admin tasks for advisors and teams.
• Prepare correspondence, reports, presentations, and meeting materials; generate routine reports.

Skills

Microsoft Office

Customer service

Attention to detail

Communication

Education

Associate degree or equivalent

Tools

Word

Excel

Outlook

Job description

Retirement & Wealth Strategies in Farmington Hills, MI is seeking a dedicated Admin to join our Administration Team. This long-term, full-time in-office role focuses on front desk support, office coordination, and workflow tasks that keep our advisory practice running smoothly.

Ideal candidates have 2–5 years of administrative or financial services experience, strong communication, and proficiency with Microsoft Office.