Wealth Management Administrative Assistant
Posted: 06/11/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 17959
Field of Expertise: Administrative
Remote Friendly: No
Job Description
Our client, a large financial services company is seeking an experienced Administrative Assistant, preferably with financial services experience, for a 6+ month contract role in East Lansing, MI. This role may be extended, and has potential to convert to a full-time employee. The role is in office 5 days / week, and office hours are 8-5. Parking is free at the office.
The Senior Administrative Assistant provides support to meet the business needs of a small team of financial advisors as well as clients. Under moderate supervision, this job is meets the daily requirements and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.
Key Responsibilities and Duties
The Senior Administrative Assistant provides support to meet the business needs of a small team of financial advisors as well as clients. Under moderate supervision, this job is meets the daily requirements and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.
Key Responsibilities and Duties
- Serves as primary administrative contact and front desk point of contact for the 6-7 financial advisors in the office, and supports any client visits, needs or requests. Answers questions and resolves administration-related issues.
- Provides support for daily office operations including greeting clients as they have in office meetings, answering phones as needed, making meeting arrangements, supporting any travel and expenses.
- Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
- Acts as a liaison between the team and internal departments, ensuring effective communication and cohesion.
- Maintains Advisor calendars, contact lists and provides ad-hoc support as needed.
- 2-3+ years of Administrative Experience, Financial Services experience strongly preferred. Other professional services may also be considered
- Excellent communication skills, professional, and collaborative / team focused
- Sharp technical skills- MS Office Suite, Outlook for calendar management, meeting scheduling.
- CRM experience strongly preferred, Salesforce ideal
- Highly organized, detail oriented
Meet Your Recruiter
Melissa Krieg
Senior Recruiting Consultant
Melissa has 9 years of technical recruiting experience within IT, Engineering, and Professional Service industries. She thoroughly enjoys connecting and helping candidates & clients in finding the right fit. Melissa has a bachelor’s degree in social work with a minor in psychology from Southern Illinois University.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About East Lansing, MI
Ready to take your career to the next level? Explore exciting job opportunities in and around East Lansing, Michigan! Nestled in the heart of the Great Lakes State, East Lansing offers a unique blend of small-town charm and big-city perks. Home to Michigan State University and its world-class research facilities, this vibrant community boasts a thriving arts scene, with venues like the Eli and Edythe Broad Art Museum and the Wharton Center for Performing Arts. Experience the local flavor at charming eateries on Grand River Avenue or unwind in the picturesque landscapes of the nearby Fenner Nature Center. Whether you're a fan of cheering on the MSU Spartans at Spartan Stadium or soaking in the beauty of the Red Cedar River, East Lansing is a place where career growth and quality of life converge. Don't miss out on the chance to build your future in this dynamic region – explore our job listings today!