Administrative Assistant

4 days ago


Clarkston, Michigan, United States Sneller Financial Services Full time

Administrative Assistant

Job Description

About the job

Are You the Kind of Person Who Keeps Everything Running Smoothly?

You're organized, proactive, and the one people count on to keep things on track. You notice the details others miss, solve problems before they escalate, and make sure nothing falls through the cracks. If that sounds like you, this could be your opportunity.

At Sneller Financial Services, we're building a high-performing, fast-growing firm — and none of it works without strong operational support. As our Administrative Assistant, you'll be the backbone of our office, helping our team deliver great work and ensuring our clients always feel taken care of.

About the Role

As the Administrative Assistant, you'll take ownership of the day-to-day operations that keep the firm moving. You'll play a critical role in creating a professional, efficient, and welcoming environment for our clients.

Core Responsibilities (Your Day-To-Day)

  • Assist Ron directly with taking meeting notes, applications, and client follow-through
  • Contacting clients and ensuring every interaction reflects professionalism and care
  • Answer phone calls/emails/texts and service client inquiries promptly and effectively
  • Manage calendars, scheduling, and meeting logistics with precision
  • Maintain accurate records and ensure client files are organized
  • Prepare agendas and ensure follow through with action items after meetings
  • Trustworthy and discretionary with clients sensitive and personal information
  • Office inventory management

Growth & Development Opportunities (where you can expand in the role)

  • Learn and adopt new tools quickly (CRM system, application systems, etc.)
  • Submitting Financial Plan Reports and Updating Proposals
  • Deep clean office monthly
  • Take on Special Projects that keep the Office and Team Supported
  • Flexible Hours for Evening Meetings and Quarterly Client Events
  • Stay Curious and Proactive — not just Identifying Problems, But Bringing Forward Solutions

(We'll provide training on our tools and systems, so what matters most is your ability to learn quickly and stay proactive.)

Who You Are

  • A proactive, detail-oriented professional with experience in administrative or office support
  • Organized and reliable, with strong multitasking and time management skills
  • Strong Communicator who can interact professionally with clients and colleagues
  • Flexible and adaptable, able to handle varied tasks without losing focus
  • Above all: a self-starter and team player who takes initiative

What We Offer

  • A role where your work makes a real impact on the success of the firm
  • A collaborative culture that values reliability, initiative, and growth
  • Competitive compensation based on experience
  • Holidays, 401(k) Match, Quarterly Bonuses and Health Insurance for Full-Time Employees
  • $20k-$22/hr based on experience
  • A chance to grow alongside a firm that's scaling rapidly

Who We Are at Sneller Financial Services LLC

Since 2020, Sneller Financial Services has grown from a local Michigan firm to a trusted financial team serving hundreds of households across the entire country

Our Mission: To empower families with financial education and proactive strategies so they can take control of their financial journey.

We're a dynamic Financial Firm offering:

  • Asset Management
  • Annuity & Life Insurance Brokerage
  • Tax Strategies

Ready to be the person who keeps everything running smoothly?

Apply today and help us build something extraordinary.

Job Type: Full-time

Pay: $ $22.00 per hour

Expected hours: 35 – 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance

Work Location: In person


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