Administrative Assistant / Paraplanner

AREA: Muskegon, Brooklyn, Onstead, Tecumseh, MI

Part-time with opportunity for full-time employment (Monday through Friday)

Medical insurance and 401(k) eligibility

Summary: M3 Investment Services, a financial services firm, is looking for a motivated and positive-minded individual to join our growing team.

Responsibilities:

• Administrative Support: Provide administrative support to financial advisors, including managing client communications, notating CRM, generating and following up account paperwork to ensure all documents are In Good Order.
• Service Support: Assist financial advisors with client service requests, to include distributions, account maintenance and other client requests. Acts as liaison between home office and financial advisor to research and resolve issues.
• Documentation and Compliance: Maintain client records and documentation in compliance with regulatory requirements and internal policies.
• Meeting Support: Prepare client meeting materials, including financial information, reports, and investment proposals.
• Vendor Communication: Maintain regular contact with Third Party Administrators and school districts via email and phone to obtain approvals and status updates.
• Financial Plan Preparation: Assist financial advisors in gathering client data and preparing comprehensive financial plans, including retirement planning, investment analysis and tax planning. Training will be provided if necessary.

Requirements:

• GED or High School Diploma
• Excellent verbal and written communication skills
• Detail-oriented with strong organizational and time management skills
• Ability to work independently and collaboratively in a client-focused environment
• Prior Client Services/Communication a plus
• Proficiency in Financial Planning software preferred, such as Money Guide Pro, but not mandatory. Training will be provided if necessary.

Job Types: Full-time, Part-time

Pay: $40,000.00 - $50,000.00 per year

Expected hours: 25 – 40 per week

Benefits:

• 401(k)
• Health insurance

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Time management: 1 year (Required)

Ability to Commute:

• Muskegon, MI 49441 (Required)

Ability to Relocate:

• Muskegon, MI 49441: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $50,000