Administrative Support Specialist

2 weeks ago


Southgate, Michigan, United States TL Financial Group Full time
Job OpportunityWe are seeking a highly organized and detail-oriented Administrative Assistant to join our dynamic team at TL Financial Group. As a key member of our office, you will provide exceptional support to our clients and team members in a fast-paced environment.Responsibilities
  • Provide a warm welcome to visitors, ensuring timely communication of their arrival to the appropriate team member.
  • Manage the office calendar, scheduling appointments and updating marketing events.
  • Answer phone calls, take detailed messages, and handle client inquiries, transferring calls to advisors as needed.
  • Handle incoming and outgoing mail and shipments.
  • Assist with the preparation of advisor files and reports for client meetings.
  • Maintain detailed notes and tasks in the CRM system for all client and prospect communications.
  • Support office marketing efforts by preparing event calendars and assisting in event execution.
  • Assist in creating and maintaining efficient office procedures and workflows.
  • Maintain confidentiality with all client, prospect, and employee information.
About UsWe are a service-oriented financial planning firm offering a wide range of services, from investments and insurance to retirement planning. Our office provides a comfortable and professional work environment where quality of service is paramount, and independence is valued. We offer a collaborative, supportive atmosphere with opportunities to grow and make a meaningful contribution to our team's success.

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