Top 3 Database administrator intermediate Jobs in Dearborn, Mi

Client Service Administrator - Franklin, MI
Advisor Talent Solutions —Franklin, MI
- $50,000 - $70,000 a year
- Evenings as needed
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Consultant - English Language Arts (K-6) - revised
Macomb Intermediate School District —Clinton Township, MI
- Weekends as needed
- Background check
- School experience
- Word processing
Early Literacy Coach (Grant-Funded) - revised
Macomb Intermediate School District —Clinton Township, MI
- Weekends as needed
- Background check
- School experience
- Word processing

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Client Service Administrator - Franklin, MI

Advisor Talent Solutions
Franklin, MI

Quick Apply

Job Details

$50,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
401(k) matching

Qualifications

Customer communication
Administrative experience
Financial services

Full Job Description

Position: Client Service Administrator

Firm: Wealth Trac Financial LLC

Location: Franklin, MI

Overview:

Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Our fast-paced financial firm in Franklin, MI is looking for a detail-orientated Client Service Administrator to ensure the client experience runs as smoothly and comfortably as possible.

We are seeking a diligent, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our clients’ financial freedom!

Wealth Trac Financial LLC is an independent wealth management firm that operates on the fiduciary standard. Our firm founded in 2007 by the #1 advisor for one of the “big name firms,” because he wanted to create a company where clients come first, not the executives or shareholders. Wealth Trac was created to challenge the typical “Wall Street” model and offer superior advice, service, and quality in the wealth management landscape. This philosophy is at the forefront of everything we do.

What You Will Do:

Assist the Financial Advisor in managing the office to exceed client and regulatory expectations
Answer phones and greet clients in a friendly, positive, and warm manner
Be a first point of contact for prospects and clients
Maintain office supplies
Organize incoming and outgoing mail and package deliveries
Assist clients with issues and account inquiries
Build and improve upon client relationships
Database management
Calendar management and appointment setting
Pre-appointment preparation, including compiling account summaries
Maintain electronic filing system and CRM
Complete and process new client applications
Record notes from client conversations
Assist with various marketing objectives
Other industry-specific tasks as needed

What We Are Looking For:

Bachelor's degree preferred
3+ years of Administrative Office experience in a fast-paced environment
Financial industry experience required
Intermediate to advanced skills with MS Office Suite, specifically Excel
Previous experience with CRM platform (Salesforce / Wealthbox)
Desire to obtain long-term employment
Strong organizational skills and attention to detail and accuracy
Proactive management style and consistent follow-through

Bonus Points:

Ability to prioritize projects and manage time effectively
Savvy customer service to include excellent communication, both verbal and written, with correct spelling and grammar
Strong initiative and follow-through
Good-natured, positive attitude while always maintaining professionalism
Ability to demonstrate persistence to achieve quality

What You will Get:

Pay & Perks:

Salary $50,000 - $70,000 plus bonus potential
Health and dental insurance
PTO
401k and Roth 401k with company match

Schedule:

On-site 9:00-5:00 with occasional evening/weekend events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Quick Apply

Refine Your Search

database administrator intermediate jobs in dearborn, mi

Client Service Administrator - Franklin, MI

Consultant - English Language Arts (K-6) - revised

Early Literacy Coach (Grant-Funded) - revised

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