Prout Financial Design is looking for an Administrative Assistant who enjoys working with people, takes pride in the details, and understands how much a welcoming and well-run office contributes to a client’s experience.
As the first point of contact for many of our clients, you will play an important role in creating the personal, professional experience we want people to have when they work with Prout Financial Design. You will greet clients, manage calls and scheduling, support our advisors and administrative team, and help keep the office organized and prepared for each day.
This position is a good fit for someone who enjoys variety. Some days may center on client appointments and office administration. Others may include preparing materials, coordinating a client event, helping with a mailing, or supporting marketing and social media activities.
What You’ll Do
- Welcome clients and visitors and help create a comfortable, professional office environment
- Answer and direct calls, take accurate messages, and assist with routine client questions
- Schedule advisor appointments, client meetings, staff meetings, and other professional appointments
- Manage calendars and help prepare correspondence, meeting materials, and client-facing documents
- Maintain organized electronic and paper filing systems and assist with mailings and document management
- Help manage office supplies, equipment, vendors, and other day-to-day office needs
- Assist with client appreciation events, seminars, marketing materials, newsletters, and social media scheduling
- Work closely with advisors and the administrative team on projects and changing office needs
Who We’re Looking For
We are looking for someone who is dependable, organized, and comfortable interacting with different people throughout the day. You should be a good listener, communicate professionally, and be able to manage several priorities while maintaining attention to detail.
You do not need to come to us knowing everything about financial planning. We do want someone who is curious, willing to learn, and interested in understanding our business so they can better serve our clients.
Previous office experience or education in a related field is helpful. Experience in financial services, wealth management, or another professional-services environment is a plus, but it is not required. Candidates should be comfortable with Microsoft Office, Outlook, email, calendars, internet-based systems, and general office technology.
About Prout Financial Design
For more than 35 years, Prout Financial Design has worked with individuals and families preparing for retirement. Our approach is centered on education, thoughtful planning, honest conversations, and long-term relationships.
We are a team that values personal service, collaboration, continued learning, and involvement in the Northern Michigan community. We want our clients to feel known and cared for, and every person on our team contributes to that experience.
What We Offer
- $19.00–$20.50 per hour, based on experience and qualifications
- Health coverage and paid time off
- Professional development and opportunities to grow within the organization
- A collaborative team environment
- Monday–Thursday, 8:30 a.m.–5:00 p.m., and Friday, 8:30 a.m.–12:00 p.m.
If you are someone who enjoys helping people, notices the details others may miss, and takes satisfaction in keeping things organized and moving forward, we would like to hear from you.
Pay: $19.00 - $20.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
