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Administrative Support Specialist

1 month ago


Traverse City, Michigan, United States Advanced Financial Group, Inc. Full time
Job Overview

Advanced Financial Group, Inc. is seeking a highly motivated and detail-oriented Administrative Assistant to join our team. As a key member of our financial planning team, you will be responsible for providing exceptional customer service, managing administrative tasks, and supporting the financial planning process.

Key Responsibilities:

  • Provide administrative support to the financial planning team
  • Manage calendars, schedules, and appointments
  • Coordinate travel arrangements and expenses
  • Prepare and edit documents, reports, and presentations
  • Develop and maintain accurate and up-to-date records and databases

Requirements:

  • Proven administrative experience in a financial services environment
  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • Ability to maintain confidentiality and handle sensitive information
  • Proficiency in Microsoft Office and other software applications

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment