Administrative Support Specialist

2 weeks ago


Waterford, Michigan, United States Compass Rose Strategic Partners LLC Full time
Job Overview

We are seeking a dedicated, full-time Administrative Support Specialist to enhance our operational efficiency at Compass Rose Strategic Partners LLC. In this role, you will be tasked with delivering exceptional administrative assistance to our team, ensuring a seamless workflow.

Key Responsibilities:
  • Respond to inquiries and concerns with professionalism and a positive attitude.
  • Implement office protocols to optimize processes and improve productivity.
  • Schedule appointments and coordinate company travel arrangements.
  • Manage the procurement of office supplies and equipment.
  • Promote our brand through participation in community events and various marketing channels.
  • Utilize software applications, including Excel and Microsoft Office, to manage data and documentation.
  • Provide comprehensive support to financial advisors, ensuring accuracy in client paperwork.
  • Maintain confidentiality regarding sensitive financial information.
  • Perform general office duties such as filing, data entry, and maintaining office organization.
Qualifications:
  • Demonstrated ability to produce detailed work efficiently.
  • Proficient in navigating computer applications to enhance customer interactions.
  • Prior experience in customer service is advantageous.
  • Strong verbal and written communication skills.
  • A college degree is preferred.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Excellent listening skills and attention to detail.
  • Familiarity with financial documentation and spreadsheets is a plus.
Benefits:
  • Health insurance coverage.
  • Standard workweek: Monday to Friday.
  • Paid vacation time.
  • Ten paid holidays annually.

Compensation: $43,000 - $50,000 annually

About Us:
Compass Rose Strategic Partners LLC has been a trusted advisor in investment, college, retirement, and estate planning for over 32 years. We pride ourselves on prioritizing our clients' needs and delivering comprehensive financial planning with exceptional service. We are looking for a team member who is eager to grow with us and is committed to a long-term career.



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