Administrative Assistant

A leading financial services organization specializing in executive wealth planning is seeking a highly organized Administrative Assistant to support multiple advisory teams in a dynamic, fast-moving environment. This team partners with professionals to help clients navigate important financial matters including benefits strategy, tax planning, and investment coordination.

If you thrive on staying organized, enjoy working behind the scenes to keep teams running smoothly, and can handle sensitive information with care and professionalism, this role is a great fit.

Location: Troy, Michigan

Schedule: Fully onsite, Monday–Friday, 9:00 AM–5:00 PM

Contract Length: 12 months

Employment Type: Temporary assignment with potential for permanent hire

What You’ll Do:

• Provide day-to-day administrative support for several advisor teams
• Draft, review, and format confidential client communications
• Scan, organize, and maintain digital and physical records across systems
• Prepare expense reports and allocate billing details accurately
• Assist with time-sensitive quarterly client tax payment processing
• Support special projects and general administrative tasks as needed

What You Bring:

• Strong proficiency with Microsoft Word, Excel, and Outlook
• Ability to stay calm and efficient in a fast-paced setting
• Clear communication skills and a collaborative mindset
• Exceptional attention to detail and organizational ability

Please submit your resume in Word format for immediate consideration!

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