Administrative Support Specialist

16 hours ago


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

Administrative Assistant Position – We are seeking a highly motivated and organized individual to join our team at Advanced Financial Group, Inc. as an Administrative Assistant. The successful candidate will provide exceptional customer service, maintain accurate records, and support the financial planning team in a fast-paced environment.

Key Responsibilities:

  • Provide administrative support to the financial planning team, including scheduling appointments, preparing documents, and maintaining accurate records.
  • Offer exceptional customer service to clients, responding to inquiries, and resolving issues in a timely and professional manner.
  • Assist with data entry, filing, and other administrative tasks as needed.
  • Develop and maintain a strong understanding of our company's products and services to effectively communicate with clients.

Requirements:

  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum 1-2 years of administrative experience in a fast-paced environment.
  • Excellent communication and customer service skills.
  • Ability to work in a team environment and adapt to changing priorities.

What We Offer:

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


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