Financial Administrative Assistant

Are you detail-oriented, enjoy helping people, and curious about building a career in the financial world? Entech Staffing is excited to partner with a successful wealth management company in Troy to find an enthusiastic and motivated individual to join their team as Financial Administrative Assistant! This is an incredible entry-level opportunity to learn directly from experienced professionals, support meaningful client relationships, and gain invaluable experience in the financial industry – no extensive background required!

Why Choose a Career Path with Us?

• Make a Real Difference in People’s Financial Well-being: Play a crucial role in supporting clients as they work towards their financial goals, contributing to their peace of mind and security.

• Join a Collaborative and Supportive Team: Work alongside experienced and friendly professionals in a welcoming environment where your ideas are valued and you’ll have opportunities to learn and grow.

• Located in the Heart of Troy: Enjoy the vibrant business community of Troy, Michigan, with its many amenities and opportunities.

As a Financial Personal Assistant, You’ll:

• Be the Welcoming Voice and Face: Be the first point of contact for clients, warmly greeting them on the phone and in person, and efficiently managing appointment scheduling to ensure a seamless and positive experience.

• Become a Paperwork Pro (We’ll Teach You!): Assist in preparing and processing client documents accurately and efficiently, learning the essential administrative processes within wealth management.

• Help Maintain Client Trust and Confidentiality: Ensure client records are accurate and up-to-date through careful data entry and management, understanding the importance of discretion and precision in this industry.

• Communicate with Confidence and Empathy: Handle client inquiries with professionalism and a helpful attitude, building strong relationships through clear and friendly communication.

• Provide Exceptional, Personalized Support: Go the extra mile to anticipate client needs and provide proactive assistance, enhancing their overall experience with the firm.

• Learn About Account Management: Assist with the initial stages of opening new client accounts, gaining valuable insight into how client relationships are established and managed.

What We’re Looking For:

• You’re proactive, highly organized, and eager to learn about the financial industry.

• You have excellent communication and interpersonal skills and enjoy connecting with people.

• You’re passionate about providing exceptional client service and helping others feel supported.

• You’re detail-oriented and committed to accuracy in your work.

• You have a positive attitude and a strong work ethic.

Bonus Points (Not Necessary to Apply!):

• If you happen to have a Series 7 license, that’s a plus!

• Any previous experience in an office or customer service role is beneficial.

Salary: $50,000 – $60,000 annually (potential for direct hire for the right candidate).

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