Executive Assistant Waggoner Financial Lansing, MI Job Details Full-time $50,000 - $70,000 a year 4 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off 401(k) matching Qualifications Confidential information handling Microsoft Excel Microsoft Outlook Client database systems Customer information system software Full Job Description Manage calendars, scheduling, and meeting logistics for advisors and firm leadership. Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience. Prepare, proofread, and organize client-facing documents, agendas, and correspondence. Support CRM data entry and maintenance to keep client records accurate and current.

Handle general office administration:

mail, supplies, vendor coordination, and expense tracking. Requirements Strong written and verbal communication skills, with a professional and client-first demeanor. High attention to detail and comfort managing multiple priorities in a fast-paced office. Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems. Discretion and sound judgment when handling confidential client and financial information. A proactive, self-starter mindset and genuine interest in supporting a collaborative team. Benefits Comprehensive health, dental, life, and short and long term disability insurance. 401(k) with company match. Generous paid time off. Direct mentorship from senior advisors, with a clear path to expanded client responsibility. Competitive base salary plus performance based incentive compensation. A small, collaborative firm environment with direct access to leadership and a real seat at the table.