Dynamic Administrative Assistant — Office & Client Support

MAI Wealth Management, Inc.; Independence Township (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

MAI Wealth Management, Inc. in Independence, OH is seeking an Administrative Assistant for a full-time clerical role. You will support managers and staff, handle daily office tasks, and help run administrative activities efficiently.

The position covers client and office support, scheduling, and document preparation, with duties including memos, mail, meetings, and greeting visitors. Requires a high school diploma and 2–3 years of experience; proficiency in Microsoft Office is essential.

Qualifications

• High school diploma or GED required; associate degree in business administration preferred.
• Minimum of 2–3 years administrative assistant or clerical experience.
• Proficient with Office Suite and Adobe PDF; basic online research skills.

Responsibilities

• Types and edits memos and letters as needed.
• Manages mail and deliveries (USPS, Fed Ex, UPS).
• Drafts emails and follow-ups; prepares meeting materials.
• Schedules appointments and coordinates meeting rooms.
• Acts as the point of contact for internal and external clients.
• Screens calls and maintains contact lists.

Skills

Organizational skills

Attention to detail

Teamwork

Education

High school diploma or GED

Associate degree in Business Administration (preferred)

Tools

Microsoft Office

Adobe PDF

Google Maps/Street View

Job description

MAI Wealth Management, Inc. in Independence, OH is seeking an Administrative Assistant for a full-time clerical role. You will support managers and staff, handle daily office tasks, and help run administrative activities efficiently.

The position covers client and office support, scheduling, and document preparation, with duties including memos, mail, meetings, and greeting visitors. Requires a high school diploma and 2–3 years of experience; proficiency in Microsoft Office is essential.