What are the responsibilities and job description for the Administrative Assistant position at Callesen Wealth Management Inc.?
Job description:
Administrative Assistant
Location: Manistee, Michigan
Company: Callesen Wealth Management
Job Type: Full-time
Schedule: Monday-Friday, 8:00 AM-5:00 PM, with occasional after-hours events
About Us
Callesen Wealth is a local boutique investment and financial planning firm located in Manistee, Michigan. We are seeking a self-starting, enthusiastic, and detail-oriented Administrative Assistant to join our growing team.
This is an excellent opportunity for someone who enjoys working in a professional office environment, values client service, and takes pride in keeping operations organized, accurate, and running smoothly.
At Callesen Wealth Management, we are focused on building long-term careers for our team members. This position offers growth potential for someone who is motivated, dependable, and eager to learn. As the firm continues to grow, the right candidate will have opportunities to take on additional responsibilities, develop new skills, and become an important part of our long-term team.
Position Overview
The Administrative Assistant will play an important role in supporting daily office operations, client account maintenance, scheduling, clerical tasks, and internal administrative processes.
This role works closely with other Administrative Assistants and Wealth Advisors
The ideal candidate is dependable, professional, highly organized, and comfortable communicating with clients, team members, and outside partners.
This role includes growth opportunities and paid professional development. We are dedicated to creating lasting careers for our team members and prioritize
Key Responsibilities
- Assist with client account maintenance and administrative updates
- Support day-to-day office operations and clerical tasks
- Prepare, organize, and maintain client files and office records
- Assist with scheduling, calendar coordination, and meeting preparation
- Handle professional written communication with clients and business partners
- Support internal workflows and follow-up tasks
- Use Microsoft Office, Excel, and other business software systems
- Learn and adapt to financial planning and office management software
- Provide general support to the Vice President of Operations and Chief Executive Officer
- Assist with occasional firm events or after-hours client functions
Qualifications
- Prior experience in an administrative, clerical, or professional office role required
- Strong written and verbal communication skills
- Proficiency with Microsoft Office, including Excel
- Ability and willingness to learn new software systems
- Excellent attention to detail and organizational skills
- Professional, friendly, and client-service-oriented demeanor
- Ability to manage multiple tasks and follow through consistently
- Bachelor’s degree or higher education preferred
Ideal Candidate
You may be a great fit for this role if you are:
- Reliable, proactive, and motivated
- Comfortable working in a professional financial services environment
- Detail-oriented and able to maintain accuracy in daily tasks
- A strong communicator who represents the firm well
- Organized, trustworthy, and able to handle confidential information with care
- Eager to learn, grow, and contribute to a close-knit team
Schedule
This is a full-time, in-office position with regular hours of 8:00 AM to 5:00 PM, Monday through Friday. Occasional after-hours events may be required.
Please submit a Professional Resume & Cover Letter to luke@callesenwealth.com to Apply.
Benefits:
- 401(k)
- Paid time off
- Professional development assistance
- Retirement plan
Pay Range:
~ $21-$25 Per Hour
Work Location: In person
Salary : $21 - $25