Office Administrator, Novi

Administrative Coordinator Financial Services
Location: Novi, MI Employment Type: Full-Time Salary Range: $45,000 $55,000 annually
We are looking for a detail-oriented and professional individual to join our financial services team in a full-time administrative role.
This position supports client-facing professionals, ensures regulatory compliance, and contributes to the smooth operation of daily office activities.
Key Responsibilities
Provide administrative support to financial advisors and internal staff
Greet and assist clients during in-office visits with professionalism and warmth
Coordinate schedules, manage calendars, and send appointment reminders
Maintain secure and accurate client records using CRM and financial platforms
Handle client communications via phone, email, and mail
Ensure all compliance-related documentation is properly completed and maintained
Perform general office duties including document management and data entry
Qualifications
Minimum of 2 years of administrative experience (experience in financial services preferred)
Strong organizational skills and attention to detail
Excellent written and verbal communication abilities
High level of professionalism and discretion with sensitive information
Ability to manage multiple tasks and meet deadlines effectively
Familiarity with financial industry regulations (e.g., FINRA, SEC) is a plus
Proficiency in Microsoft Office and ability to learn CRM systems
Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM
What We Offer
Competitive salary and onboarding support
Opportunities for career growth and skill development
A collaborative and supportive team environment
Exposure to a dynamic, client-focused financial practice