Client Service & Office Assistant F&PA Financial Livonia, MI Job Details Full-time $20 - $24 an hour 9 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance Qualifications Microsoft Word Computer operation Teamwork Microsoft Excel Filing Administrative experience Full Job Description Client Service & Office Assistant Financial Planning Firm - Livonia, Michigan We are an established financial planning firm in Livonia, Michigan seeking a friendly, organized, and dependable Client Service & Office Assistant to join our team. This position is ideal for someone who enjoys working with people, takes pride in providing excellent service, and is comfortable managing a variety of administrative responsibilities in a professional office environment. You will often be the first person our clients interact with, so a welcoming personality, professionalism, and attention to detail are important. Responsibilities Greet clients and provide a friendly, professional office experience Answer and direct incoming phone calls Schedule and confirm client appointments Assist with preparing for client meetings Maintain client files and update information in our systems Scan, organize, and process documents Assist with new account paperwork and other client service requests Track outstanding paperwork and follow up as needed Communicate with clients regarding routine service items and paperwork Assist financial advisor and other team members with administrative tasks Handle incoming and outgoing mail and deliveries Help maintain an organized and professional office Perform other client service and administrative duties as needed What We're Looking For The ideal candidate is someone who is: Friendly, personable, and comfortable interacting with clients Highly organized and detail-oriented Dependable and able to follow through on assignments Professional in both written and verbal communication Comfortable working with computers and learning new software Able to manage multiple priorities without losing attention to detail Respectful of the confidential nature of financial and personal information Willing to learn and become an important part of our team Previous experience in financial services, banking, insurance, accounting, or a professional office is helpful, but financial industry experience is not required for the right candidate. Experience with Microsoft Outlook, Word, Excel, and general office technology is preferred.

Position Details Location:

Livonia, Michigan Position:

[Full-Time]

Schedule:

[Monday-Thursday 9:00am-5:30pm & Friday 9:00am-5:00pm] Why Join Our Team? We are a client-focused financial planning firm that values long-term relationships, excellent service, teamwork, and doing things the right way. We are looking for someone who wants more than simply a front-desk position—we want someone who can become a trusted member of our team and help us provide an exceptional experience for our clients. There is an opportunity for the right person to learn more about the financial services industry and take on additional responsibilities as they grow within the position.

To Apply:

Please submit your resume along with a brief introduction explaining why you are interested in the position.

Pay:

$20.00 - $24.00 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Paid time off Vision insurance Application Question(s): 1. Are you available to work full-time, Monday through Friday, during normal business hours at our Livonia, Michigan office? 2. Are you comfortable regularly communicating with clients by telephone, email, and in person? 3. Are you comfortable using Microsoft Outlook, Word, and Excel and learning new computer software? 4. Have you worked in a position where you were responsible for handling confidential or sensitive information? 5. Please tell us briefly why you are interested in this position and what qualities you would bring to a small financial planning office.

Work Location:

In person