Top 214 Financial planning assistant Jobs in Canton Mi

Administrative Assistant
Venteon —Birmingham, MI
- $75,000 - $100,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
2d
Financial Planning Assistant
Hantz Group —Canton, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Assistant Accounting Manager - #2450.20
Wade Trim —Taylor, MI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Wellness program
- Disability insurance
Assistant Controller
Kowalski Companies Inc —Hamtramck, MI
- $85,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- 401(k)
Quick Apply
5d
Assistant Controller
Jars Cannabis —Troy, MI
- $90,000 - $110,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Office
- Paid holidays
- Dental insurance
Quick Apply
Investment Operations Specialist
Foguth Financial Group —Brighton, MI
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Clinic Director
Team Rehabilitation Services, LLC —Detroit, MI
- $90,000 - $120,000 a year
- Full-time
- 5 years
- Physical & Rehabilitation Medicine
- Outpatient experience
- Profit sharing
- Health insurance
Full Time Teachers Childcare/Preschool WILLING TO TRAIN
Brighton Montessori School —Brighton, MI
- $14 - $16 an hour
- Part-time
- Background check
- Classroom
- Childcare
- Paid holidays
- Health insurance
Quick Apply
Dental Practice Manager
Comfort Dental Spa —Plymouth, MI
- $24 - $30 an hour
- 8 hour shift
- Bilingual
- Dental office
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Assistant Branch Manager
University of Michigan Credit Union —Ann Arbor, MI
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Assistant Administrator (Nursing Home Administrator License Required)
Rivergate Terrace —Riverview, MI
- Full-time
- Microsoft Excel
- Customer service
- Sanitation
Quick Apply
3d
Controller
Venteon —Troy, MI
- Email
- Office
- Analysis skills
- Bachelor's degree
Quick Apply
RN Med Surg ACE
Corewell Health —Royal Oak, MI
- Full-time
- Acute care
- Nursing
- BLS Certification
Executive Assistant
Insight Global —Ann Arbor, MI
- From $23 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Lead Teacher
Oakland Family Services —Pontiac, MI
- $39,000 - $45,000 a year
- Full-time
- Classroom
- Teaching Certification
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Engineering Team Assistant
Magna International —Novi, MI
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
Quick Apply
Office Administrative Assistant
MTIV INC —Carleton, MI
- 8 hour shift
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
12d
Legal Assistant Manager
GRT Financial —Southfield, MI
- $70,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
LCA Administrative Assistant
University of Michigan —Dearborn, MI
- $43,000 - $56,000 a year
- Full-time
- Background check
- Mid-level
- Office
5d
Senior Business Analyst - Business Office
Ford Motor Company —Dearborn, MI
- $86,600 - $166,200 a year
- Online Application
- Hybrid work
- 5 years
- Engineering
- Office
- Paid parental leave
- Paid holidays
6d

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financial planning assistant jobs near canton mi

Administrative Assistant

Venteon -
Birmingham, MI

Quick Apply

Job Details

$75,000 - $100,000 a year
2 days ago

Qualifications

Office supply management
Investment
Employee onboarding
Budget management
Cvent
Microsoft Excel
Office activity coordination
Maintaining an organized workspace
Microsoft Outlook
Business travel arrangements
Event catering coordination
Finance
Expense management
Facilities management
Greeting customers
Executive administrative support
Mail distribution
Mid-level
Phone call screening
3 years
Document workflow management
Bachelor's degree
Financial records management
Food supply stocking
Mail management
Office supply ordering
Contingency planning
Personnel administration
Presentation preparation
Financial services

Full Job Description

Harvard Resource Solutions/Venteon is seeking an Administrative Assistant for their financial client in Birmingham.

Salary Range : 75K - 100K ( Based upon experience and education)

In office

8:00am - 5:00pm

Client offers great benefits and bonus potential.

Position Summary

The Administrative Assistant will support operational, administrative, and executive functions, in addition to serving as the office receptionist. This role requires exceptional organizational skills, a professional demeanor, and the ability to handle a wide variety of responsibilities in a fast-paced environment. This is a highly visible role that combines traditional receptionist duties with broader administrative responsibilities, including document management, travel and event coordination, and executive support.

Key Responsibilities:

Your responsibilities will include, but are not limited to:

Reception & Office Management

Serve as the first point of contact for guests, ensuring a professional and welcoming environment.
Answer and route all incoming phone calls in a timely and professional manner.
Handle all mail and delivery courier services.
Maintain a clean and organized front office and shared spaces.
Order and maintain inventory of office supplies, beverages, and snacks.
Support facilities management tasks.

Document & Fund Action Management

Download, organize, and manage financial reports, transaction materials, and annual meeting documents from investment fund portals.
Track and coordinate proxy votes, fund amendments, and other fund-related action items to ensure timely execution by relevant team members.

Travel & Calendar Support

Coordinate travel logistics for employees and executives, including flights, lodging, and conference and annual meeting registrations.
Manage executive calendar activities and meeting scheduling.

Event & Meeting Planning

Organize internal and client meetings, lunches, and firm celebrations.
Plan and coordinate logistics for Sturbridge Capital s annual meetings, including scheduling, travel arrangements, venue coordination, and client registration.
Assist with preparation of meeting materials and presentation books.

Executive Support

Assist the CEO with business and occasional personal tasks.
Support the VP of Operations with business continuity planning and IT related items.
Pick up lunch for executives and other employees as needed.
Potentially provide support to members of the senior team.

HR & Employee Support

Support onboarding procedures for new hires.
Provide assistance with benefit-related inquiries and employee support tasks.
Track employee vacation schedules.

Finance & Expense Management

Monitor and manage day-to-day office expenses and budget-related items.

Qualifications

Four-year college degree.
3+ years of experience in an administrative, receptionist, or office management role preferred.
Experience in financial services is a plus.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Experience with Cvent is a plus.

If you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to apply to this job and email your resume to [email protected]

We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you are not a fit for this position.

At Harvard Resource Solutions, our talent acquisition team is proud to provide our clients with the most qualified Administrative & Clerical talent in the industry today.

#HRS

Quick Apply

Refine Your Search

financial planning assistant jobs in canton mi

Administrative Assistant

Financial Planning Assistant

Assistant Accounting Manager - #2450.20

Assistant Controller

Assistant Controller

Investment Operations Specialist

Clinic Director

Full Time Teachers Childcare/Preschool WILLING TO TRAIN

Dental Practice Manager

Assistant Branch Manager

Assistant Administrator (Nursing Home Administrator License Required)

Controller

RN Med Surg ACE

Executive Assistant

Lead Teacher

Engineering Team Assistant

Office Administrative Assistant

Legal Assistant Manager

LCA Administrative Assistant

Senior Business Analyst - Business Office

I want to receive the latest job alert for financial planning assistant in canton mi

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