Wealth Management Client Service Executive Assistant

Betcher Financial Group; Sterling Heights (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

A respected financial firm is seeking a full-time Executive Assistant to support the Managing Director in Sterling Heights, MI. This role involves managing schedules, organizing tasks, and preparing reports while maintaining discretion and professionalism. Ideal candidates should have experience in financial planning, strong organizational and communication skills, and proficiency in Microsoft Office. Opportunities for growth and uncapped earning potential await the right individual in this fast-paced environment.

Qualifications

• Experience in Financial Planning, including insurance and securities.
• Strong expertise in Executive Administrative Assistance.
• Excellent verbal and written communication skills are required.
• Excellent verbal and written communication for professional correspondence.
• Highly organized with attention to detail and ability to manage multiple priorities efficiently.
• Proficiency in Microsoft Office Suite and other relevant software.
• Ability to exercise discretion and maintain confidentiality.
• Previous experience supporting senior executives is preferred.
• Bachelor’s degree in Business Administration, Communications, or a related field is a plus.

Responsibilities

• Manage schedules and communications for the Managing Director.
• Organize and prioritize tasks for daily operations.
• Prepare reports and handle correspondence.
• Prepare reports and handle correspondence.
• Coordinate meetings and training for staff as needed.
• Support the day-to-day operations of the Managing Director in a fast-paced financial planning environment.

Skills

Financial Planning expertise

Executive Assistance

Diary Management

Communication skills

Organizational skills

Microsoft Office proficiency

Discretion and confidentiality

Senior executive support

Bachelor's degree

Education

Bachelor's degree in Business Administration, Communications, or related field

Job description

Executive Assistant to Managing Director, Financial Planning

Betcher Financial Group (BFG) is a respected independent financial firm specializing in wealth management, retirement planning, and estate planning. We provide tailored financial solutions to help businesses thrive, protect families, and ensure individuals achieve a comfortable retirement. Our team comprises experienced professionals, including Investment Advisor Representatives, Estate Attorneys, Retirement and Business Planning Specialists, among others. Licensed across multiple states in the U.S., BFG is committed to delivering exceptional service while adhering to the highest ethical standards.

Role Description

This is a full‑time, on‑site role located in Sterling Heights, MI. The Executive Assistant will facilitate every necessary responsibility of the Managing Director, to run, grow and manage the firm. The Executive Assistant will manage and provide administrative support, manage schedules and communications, organize and prioritize tasks, and facilitate the day‑to‑day operations of the Managing Director. Additional responsibilities include maintaining the calendar, preparing reports, handling correspondence, and coordinating meetings and training the supporting staff as needed. The position requires a strong disposition, professionalism, discretion, and the ability to run a fast‑paced financial planning environment. Opportunity for Growth and uncapped Earning Potential!

Qualifications

• Experience in a Financial Planning specifically (insurance, annuities, securities, general planning)
• Expertise in Executive Administrative Assistance, Executive Support, and Administrative Assistance
• Strong skills in Diary Management and scheduling to ensure seamless coordination of activities
• Excellent Communication skills, including verbal and written, for professional correspondence and interaction
• Highly organized with attention to detail and the ability to manage multiple priorities efficiently
• Proficiency in Microsoft Office Suite and other relevant software
• Ability to exercise discretion and maintain confidentiality
• Previous experience supporting senior executives is preferred
• Bachelor’s degree in Business Administration, Communications, or a related field is a plus

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative