Top 88 Office administrator Jobs in Macomb Mi

Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Office Administrator & Billing Lead (AIA)
Spurlocks Design and Build —Pontiac, MI
- $22 - $30 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
7d
Full Charge Bookkeeper/Office Manager
Shellback Manufacturing —Hazel Park, MI
- $18 - $24 an hour
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
Office Manager & Bookkeeper for Interior Design Firm
Studio Loft —Bloomfield Hills, MI
- $600 - $700 a week
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Flexible schedule
Quick Apply
7d
Office Administrator
Century 21 Professionals —Sterling Heights, MI
- $18 - $19 an hour
- Full-time
- Background check
- Computer literacy
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Office Administrator
YES Communities —Macomb, MI
- $17 - $20 an hour
- Full-time
- Inventory management
- Office
- Administrative experience
- Disability insurance
- Health insurance
Quick Apply
7d
Office Manager
S&L Landscape, LLC —Macomb, MI
- $20 - $25 an hour
- Part-time
- Background check
- Spanish
- Google Workspace
Quick Apply
6d
Dealership Office Administrator
Matick Automotive —Macomb, MI
- $15 - $20 an hour
- Full-time
- Dealership
- Administrative experience
- In-person
- Dental insurance
- Paid time off
Quick Apply
Military Service - U.S. Air National Guard, Administration
Military Service - U.S. Air National Guard Recruiting —Michigan
- From $49,838.78 a year
- Full-time
- Military
- Computer literacy
- English
7d
Dental Office Manager - Dental Experience Required
All Dental & Implant Center —Saint Clair Shores, MI
- $65,000 - $75,000 a year
- Full-time
- Dental office
- Management
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Human Resources & Operations Coordinator
Rise Children's Center —Southfield, MI
- $55,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
6d
Executive Assistant/Office Manager
NFP Corp —Royal Oak, MI
- $64,000 - $98,000 a year
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Paid time off
7d
Office Manager
Ascension MyHealth Urgent Care —Rochester Hills, MI
- $50,000 - $60,000 a year
- 8 hour shift
- Patient monitoring
- Urgent Care
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Office Manager
Mueller & Company PC —Troy, MI
- $25 - $30 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Flexible schedule
Quick Apply
6d
Asst. Office Manager
Moran Automotive Group —Sterling Heights, MI
- Full-time
- Dealership
- Computer literacy
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Assistant Superintendent for Student Services-L’Anse Creuse Public Schools
Michigan Association of School Boards —Macomb, MI
- $147,866 - $155,649 a year
- Extended hours
- Doctoral degree
- Basic math
- Teaching Certification
6d
Principal – Carlson Elementary
Michigan Association of School Boards —Macomb, MI
- Full-time
- School experience
- Master's degree
- Senior level
14d
Office Manager
Pristine Clean and Restoration —Auburn Hills, MI
- $23 - $26 an hour
- Weekends as needed
- Mid-level
- Office
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
12d
Executive Assistant/Office Manager
City of Oak Park —Oak Park, MI
- $55,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant/Office Administrator
LPD MUSIC INTERNATIONAL —Madison Heights, MI
- $17 - $20 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply

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office administrator jobs near macomb mi

Client Service Associate

Stonebridge Financial Partners
Troy, MI

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Investment management
Multitasking
Bachelor's degree
Attention to detail
Client services
Organizational skills
Appointment scheduling
Time management
Interpersonal communication

Full Job Description

Job Summary

· The Client Service Associate plays a crucial role in delivering an exceptional client experience and supporting the firm’s daily back-office operations. This position involves supporting the firm’s advisors, preparing for client meetings, maintaining financial and investment data, and ensuring timely follow-up with clients. In addition, this role is responsible for maintaining operational efficiency, handling administrative and compliance-related tasks, and ensuring all documentation and regulatory requirements are met accurately and on time.

Responsibilities & Activities

Client Service & Communication Support

· Support the planning department in preparing for client meetings

· Draft meeting notes and follow-up letters

· Schedule and manage the client review calendar to ensure timely and efficient reviews

· Coordinate delivery of tax documents and assist with client onboarding

· Address basic client questions under guidance of the Wealth Advisor (WA)

· Assist clients with access to and navigation of online portals and financial technology

· First point of contact for client communication

Data Management & CRM Oversight

· Ensure client information is up to date and accurate in the firm’s CRM system

· Track and communicate turnaround times and status of operational requests to both the WA and clients

Operations Support

· Prepare and process new account applications and account maintenance documents with accuracy and attention to detail.

· Handle check deposits and maintain proper documentation for compliance tracking.

· Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients.

· Coordinate and mail client documents and correspondence in a timely manner.

· Establish and maintain client files in compliance with regulatory and internal standards.

· Facilitate estate related changes (eg: Client Death Claims).

· Prepare and submit Financial Planning Agreements as part of client onboarding and servicing.

· Adhere to firm defined service and turnaround benchmarks.

· Perform other duties and special projects as assigned by management.

Knowledge, Skills & Experience

· Minimum 3 years related experience with an investment management/advisory firm/client service role

· Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients

· Detail oriented with excellent organizational and time management skills

· Ability to multi-task in a smaller team environment

· Demonstrated exceptional client service skills

Helpful but not required

· Experience with CRM Software (e.g. Wealthbox)

· Experience with Schwab & Fidelity

· Bachelor’s degree in a finance related field from an accredited institution

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Investment management: 3 years (Required)

Ability to Commute:

Troy, MI 48098 (Required)

Work Location: In person

Quick Apply

Refine Your Search

office administrator jobs in macomb mi

Client Service Associate

Office Administrator & Billing Lead (AIA)

Full Charge Bookkeeper/Office Manager

Office Manager & Bookkeeper for Interior Design Firm

Office Administrator

Office Administrator

Office Manager

Dealership Office Administrator

Military Service - U.S. Air National Guard, Administration

Dental Office Manager - Dental Experience Required

Human Resources & Operations Coordinator

Executive Assistant/Office Manager

Office Manager

Office Manager

Asst. Office Manager

Assistant Superintendent for Student Services-L’Anse Creuse Public Schools

Principal – Carlson Elementary

Office Manager

Executive Assistant/Office Manager

Administrative Assistant/Office Administrator

I want to receive the latest job alert for office administrator in macomb mi

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