Apply on Employer Site

Valmark Financial Group · 1 day ago

Client Service Administrator

Mason, MI

Full-time

Onsite

New Grad, Entry Level

Valmark Financial Group is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations and providing dependable administrative support to the advisory team.

Financial Services

Responsibilities

Greet clients and visitors with professionalism and warmth

Answer and route phone calls; manage voicemail

Prepare and maintain meeting spaces to support an elevated in-office experience

Coordinate appointments and maintain advisor calendars

Perform administrative tasks including electronic filing, scanning, organizing documents, and sorting mail

Maintain office supplies, refreshments, and general housekeeping

Assist with special projects such as mailings, holiday cards, event preparation, and seasonal décor

Update CRM records and ensure data accuracy

Support client onboarding workflows and document preparation

Handle confidential information with a high level of discretion

Qualification

Microsoft OfficeCRM experienceClient service experienceTech-savvyAttention to detailVerbal communicationWritten communicationTime-managementTeam-oriented