April 5, 2024

Administrative Assistant/Event Coordinator

Jacobs Financial Services Livonia, Michigan

This position will handle incoming calls, outgoing mailings, welcoming clients into the office, preparing delivery documents, and any other necessary tasks that will provide a service to our advisors and... other support staff. Sort and distribute all incoming mail. Greet incoming clients and prospects with a “Ritz Carlton” experience. Call the client(s) the day before the appointment to confirm and remind them of time and location. Preferred Qualifications/Experiences • Preferred of at least 2 years front desk/administrative assistant experience • Working knowledge of Database/CRM software • Microsoft Word, Excel, Powerpoint • Attention to detail • Ability to thrive in a fast-paced environment • Ability to multitask • Event experience preferred • Job duties and responsibilities are subject to change as the company grows.

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