Administrative Operations Coordinator

Client Services Administrator Location:

Freeland, MI Type:

Full-Time |

In-Office Schedule:

Monday-Friday, 8:00 AM-5:00 PM Support the Team. Keep Things Organized. Help Drive Excellence. At McIntosh & Associates, we help individuals and families create retirement strategies that provide clarity, confidence, and peace of mind. We are seeking a highly organized and detail-oriented Client Services Administrator to support our team through administrative coordination, reporting, training support, and operational projects. This role is ideal for someone who enjoys working with both people and data. One day you may be helping organize training resources or preparing reports in Excel, and the next you may be assisting with client events or supporting front-office operations. If you enjoy creating order, solving problems, and helping a team succeed, we'd love to meet you. What You'll Do Administrative & Operational Support Provide administrative support across multiple departments Maintain internal documents, forms, procedures, and resource libraries Assist with onboarding coordination and training activities Support special projects and process improvement initiatives Coordinate information and communication between teams Provide front-office support when needed Client Experience Support Greet clients and visitors in a warm and professional manner Assist with answering phones and routing inquiries Prepare meeting rooms and client materials Support seminars, workshops, client events, and team meetings Help ensure every client interaction reflects our commitment to exceptional service Reporting & Data Support Maintain spreadsheets used for KPI tracking, training records, and operational reporting Create and update Pivot Tables and Power Query reports Organize and validate information to ensure accuracy Assist leadership with recurring reports and special projects Training & Resource Coordination Support administration of our Learning Management System (LMS) Manage training enrollments and completion tracking Maintain onboarding resources and internal training materials Assist with maintaining our SharePoint site and internal resource libraries What We're Looking For 2+ years of administrative, operations, coordinator, or office support experience Advanced Microsoft Excel skills, including Pivot Tables and Power Query Experience with Microsoft 365 and SharePoint Experience working with CRM, LMS, HRIS, or similar business systems preferred Strong attention to detail and organizational skills Excellent written and verbal communication Ability to manage multiple priorities and follow through consistently Positive attitude and willingness to support the team wherever needed What Success Looks Like Reports and tracking tools are accurate and up to date Internal resources remain organized and easy to access Training assignments and completion records are maintained accurately Administrative tasks are completed on time and with attention to detail Clients and team members receive timely, professional support Special projects move forward efficiently and effectively Benefits Competitive compensation Health and dental benefits 401(k) with company match Paid time off and holidays Professional development opportunities Collaborative, team-oriented culture At McIntosh & Associates, we value integrity, ownership, teamwork, growth, and excellence. We are looking for individuals who take pride in their work, care about serving others, and want to contribute to a positive and professional environment. McIntosh & Associates is an Equal Opportunity Employer.

Pay:

From $45,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan

Work Location:

In person