Administrative Support Specialist

1 week ago


Ann Arbor, Michigan, United States Retirement Income Solutions Full time
Job Overview

Position Title: Administrative Support Specialist at Retirement Income Solutions

Retirement Income Solutions is a reputable, independent Registered Investment Advisor situated in Ann Arbor, Michigan. Established over three decades ago, our firm is grounded in the belief that client relationships should be nurtured through trust, integrity, and tailored service. Our team, comprised of seasoned professionals, excels in fostering strong connections and implementing proactive management strategies for over 1,200 clients, managing assets exceeding $2.5 billion. We are looking to enhance our team with a dedicated Administrative Support Specialist.

This role is essential to our operational success. The primary duties include cultivating a friendly and inviting atmosphere for clients and visitors, as well as executing clerical tasks that support our Wealth Advisor Teams. Responsibilities encompass welcoming clients and guests, managing phone communications, scheduling appointments, sorting correspondence, distributing packages, and assisting with various projects. Attention to detail, the ability to multitask, and efficient data entry skills are critical. Proficiency in Microsoft Office Suite (Word, Excel, and Outlook) is mandatory, and having a minimum of five years of experience in reception or administrative support is advantageous.

The ideal candidate will possess five to ten years of experience in providing administrative support within a financial services environment. This individual should be approachable and friendly, organized, proactive, and capable of following through on tasks. Strong verbal and written communication skills are essential, along with the ability to prioritize and address issues in a dynamic setting. A collaborative spirit, exceptional customer service abilities, and a commitment to delivering an outstanding client experience are also key attributes.

Qualifications

  • Bachelor's Degree
  • 5 years of administrative or operational support experience (preferably in finance)
  • Proficiency in Microsoft Office Applications
  • Strong prioritization skills
  • Excellent communication abilities
  • Exceptional customer service skills
  • Ability to work independently and take initiative
  • Welcoming and friendly demeanor

Key Responsibilities

  • Answer and transfer phone calls in a courteous manner
  • Schedule and coordinate meetings for Wealth Advisor teams
  • Welcome clients in person, offering refreshments and guiding them to meeting areas
  • Prepare and draft various reports as needed
  • Complete project requests promptly
  • Participate in company meetings
  • Manage office supply orders regularly
  • Coordinate lunch orders for the firm

Note: This position requires on-site presence at the home office in Ann Arbor, MI.

Benefits

  • Comprehensive benefits package including medical, dental, and vision coverage for individuals and families
  • 401k plan
  • Profit sharing opportunities
  • Paid time off
  • Paid holidays
  • Education assistance programs

Supplemental Pay

  • Bonus compensation


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