Top 562 Unit assistant Jobs in Grand Ledge, Mi

Registered Investment Assistant
Lutheran Financial Services —Grand Ledge, MI
- $60,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Operations Assistant
Mallory Hoggard Interiors, LLC —Grand Ledge, MI
- $17 - $28 an hour
- Part-time
- Office
- High school diploma or GED
- QuickBooks
Quick Apply
General Office Assistant 5-E7 - International Registration Plan - (IRP)
State of Michigan —Lansing, MI
- $3,256.00 - $4,609.60 a month
- Full-time
- 6 years
- Pass drug screening
- Office
- Paid parental leave
- Health savings account
7d
Office Assistant
Krause, Bangs & Associates, PC. —East Lansing, MI
- $20 - $25 an hour
- Part-time
- Writing skills
- Basic math
- Administrative experience
Quick Apply
2d
Environmental Administrative Assistant
The Mannik & Smith Group —Lansing, MI
- $21 - $24 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Health savings account
- Health insurance
Quick Apply
8d
Administrative Assistant II
Consumers Energy —Lansing, MI
- $18 - $27 an hour
- Contract
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Dental insurance
- 401(k)
Secretary
State of Michigan —Lansing, MI
- $23.22 - $32.20 an hour
- Full-time
- Teaching Certification
- Office
- In-person
- Paid parental leave
- Health savings account
9d
Part Time Environmental Administrative Assistant
The Mannik & Smith Group, Inc. —Lansing, MI
- Part-time
- Office
- Communication skills
- Entry level
- Health savings account
- Health insurance
Quick Apply
Board of Law Examiners - Administrative Assistant (Part-time)
Michigan Supreme Court —Lansing, MI
- $22.22 - $28.11 an hour
- Part-time
- Hybrid work
- Computer literacy
- Office
- High school diploma or GED
Quick Apply
10h
Student Assistant - Travel Information Unit
State of Michigan —Lansing, MI
- $17.94 - $23.53 an hour
- Pass drug screening
- Office
- Trade school
- 401(k)
- Paid sick time
3d
General Office Assistant 5-E7 - Mail Support (Lansing) -BOS
State of Michigan —Lansing, MI
- $42,328.00 - $59,924.80 a year
- Online Application
- High school
- Office
- Administrative experience
- Paid parental leave
- Health savings account
6d
Secretary 9
State of Michigan —Lansing, MI
- $24.49 - $32.20 an hour
- Full-time
- Hybrid work
- High school
- Mid-level
- Office
- Paid parental leave
- Health savings account
Secretary - Library Clerk
Holt Public Schools —Holt, MI
- $19.06 - $23.31 an hour
- Part-time
- Public school
- Entry level
Quick Apply
8d
Application Support assistant
Alliance Payment Solutions, Inc. —Okemos, MI
- $20 an hour
- Part-time
- Background check
- Mid-level
- Office
- Paid time off
Quick Apply
1d
Library Assistant Lansing Branches (South Lansing, Foster and Downtown)
Capital Area District Libraries —Lansing, MI
- $17.23 an hour
- Weekends as needed
- Bachelor's degree
- Front desk
- Experience equivalent to degree accepted
Assistant Store Leader
Carhartt —Lansing, MI
- $24.30 - $31.00 an hour
- Merchandising
- Mid-level
- Supervising experience
Administrative Assistant, Communicable Disease Control
Ingham County —Lansing, MI
- $45,055.37 a year
- Full-time
- Inventory control
- Computer literacy
- HIPAA
Secretary 9 (Soil, Water and Climate Section)
State of Michigan —Lansing, MI
- $24.49 - $32.20 an hour
- Full-time
- Hybrid work
- High school
- Office
- Databases
- Paid parental leave
- Health savings account
2d
Victim Witness Assistant
Ingham County —Lansing, MI
- $50,446.53 a year
- Full-time
- Management
- Computer literacy
- HIPAA
7d
Ophthalmic Assistant
L O EYE CARE PC —Grand Ledge, MI
- Full-time
- Ability to walk for extended periods
- No experience needed
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply

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unit assistant jobs near grand ledge, mi

Registered Investment Assistant

Lutheran Financial Services
Grand Ledge, MI

Quick Apply

Job Details

Full-time
$60,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Customer communication
Teamwork
Research
Administrative experience
Series 7
Bachelor's degree
FINRA License
Financial services
Time management

Full Job Description

Job Purpose

Provides administrative, operational, and compliance support to financial advisors and serves as a key point of contact for client service needs. This role supports the day-to-day management of client accounts, documentation, reporting, and advisor workflow to ensure efficient operations and a high level of service.

The position requires strong attention to detail, accuracy, professionalism, and the ability to manage multiple priorities while maintaining compliance with firm standards and applicable SEC and FINRA regulations.

Key Responsibilities

Client Service

Serves as a primary point of contact for routine client inquiries and service requests.
Provides timely updates regarding account activity, documentation, and processing status.
Escalates complex client matters to the advisor or leadership, as appropriate.

Operational Support

Prepares and processes new account paperwork, transfers, account updates, and maintenance requests.
Utilizes electronic signature and document management platforms to ensure efficient processing and record retention.
Tracks outstanding documentation and follows up to ensure timely completion.

Advisor & Meeting Support

Coordinates advisor calendars and schedules client meetings.
Prepares meeting agendas, reports, and client materials in advance of advisor meetings.
Assembles documentation needed for advisor review and client discussions.

Compliance & Recordkeeping

Ensures all client files and account documentation meet firm compliance standards and applicable regulatory requirements.
Maintains accurate and current records within the CRM and portfolio management systems.
Supports audit preparation and compliance documentation requests.

Investment & Reporting Support

Assists with investment research and data gathering.
Supports portfolio rebalancing activities as directed by the advisor.
Generates quarterly performance reports and client review materials.

Qualifications

Licenses

Active FINRA Series 7 and Series 65 licenses are required.

Skills

Demonstrates proficiency in portfolio management software, including systems such as Morningstar.
Maintains strong working knowledge of Microsoft Office Suite.
Demonstrates strong verbal and written communication skills.
Exhibits strong organizational, computer, and time-management skills.

Attributes

Demonstrates a high level of attention to detail and accuracy.
Shows strong follow-through and a sense of ownership.
Effectively prioritizes work and manages multiple responsibilities.
Exercises professional judgment and problem-solving skills.
Maintains a commitment to client service and team collaboration.

Education

Bachelors degree in Finance, Business, or a related field is preferred.

Experience

One to three years of financial services industry experience is preferred.

Attendance is an essential function of this role.

Join our team if you are passionate about providing exceptional client service and supporting the financial planning process with professionalism, accuracy, and care. This role offers the opportunity to become a key member of a collaborative and growing team where your organizational skills, attention to detail, and commitment to service will directly contribute to the client experience and overall success of Lutheran Financial Services.

Pay: $60,000.00 per year

Benefits:

Paid time off
Retirement plan

Experience:

Industry: 1 year (Required)

License/Certification:

FINRA Series 7 and Series 65 License (or Equivalent) (Required)

Work Location: In person

Quick Apply

Refine Your Search

unit assistant jobs in grand ledge, mi

Registered Investment Assistant

Operations Assistant

General Office Assistant 5-E7 - International Registration Plan - (IRP)

Office Assistant

Environmental Administrative Assistant

Administrative Assistant II

Secretary

Part Time Environmental Administrative Assistant

Board of Law Examiners - Administrative Assistant (Part-time)

Student Assistant - Travel Information Unit

General Office Assistant 5-E7 - Mail Support (Lansing) -BOS

Secretary 9

Secretary - Library Clerk

Application Support assistant

Library Assistant Lansing Branches (South Lansing, Foster and Downtown)

Assistant Store Leader

Administrative Assistant, Communicable Disease Control

Secretary 9 (Soil, Water and Climate Section)

Victim Witness Assistant

Ophthalmic Assistant

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