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Administrative Client Service Assistant

Company

Pellegrini Team Consulting

Address Farmington, MI, United States
Employment type FULL_TIME
Salary
Category Business Consulting and Services
Expires 2023-09-24
Posted at 8 months ago
Job Description
Successful holistic financial advisory firm, located in Farmington Hills, MI seeks an Administrative Client Service Assistant to join our team. 5 days/week with some flexibility in hours. Position responsibilities include, handling our seminar set up A-Z and attending the events, greeting clients, answering incoming calls, and handling the clients’ needs, completing all new business paperwork, ordering supplies, and miscellaneous office projects to support the advisors. In our fast-paced environment, we need someone personable, proactive, flexible, and capable of multi-tasking throughout the day as well as thinking on their feet. Candidates must be computer literate and open to learning various software programs we use for planning purposes. Industry knowledge is a plus!