Financial Administrative Assistant
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-03-14
Listing for:
Riley Planning and Investments
Full Time
position Listed on 2026-03-14
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk, Business Administration
Job Description & How to Apply Below
💼 Position Type:
Full-Time, On-Site, $25/Hour. No other benefits offered.
📍
Location:
Grand Rapids, MI
🕘
Schedule:
Monday–Friday, 9:00 AM–4:00 PM
We are seeking an experienced Administrative Assistant to support a busy financial advising office. This role requires a highly organized, professional individual who can manage client relations, process payroll, assist with accounting tasks, support marketing efforts, and provide excellent front-desk service to clients. The ideal candidate will have prior administrative experience in a professional office environment which includes a background in payroll, accounting and/or bookkeeping.
Key Responsibilities:- Greet clients, guests, and tenants in a friendly, professional manner
- Answer and direct phone calls, emails, and other communications
- Schedule client meetings and maintain advisor calendars
- Prepare documents, manage office records and assist with general office operations
- Assist with payroll, bookkeeping and accounting entries and tasks
- Work with accounting software, spreadsheets, invoicing, expense tracking, and reporting
- Prepare marketing materials, newsletters, email campaigns and client events
- Ensure the office is organized and professional for client meetings with basic housekeeping tasks
- Support financial advisors with daily operational tasks
- Previous administrative experience required (5+ years preferred)
- Experience with basic accounting/bookkeeping
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with accounting software (e.g., Quick Books or similar)
- Strong organizational and multitasking skills
- Excellent communication and customer service skills
- High level of professionalism and experience maintaining confidentiality
- Experience working in a financial services, accounting, or professional services office
- Experience with marketing tools, CRM systems, or email marketing platforms
- Associate’s or Bachelor’s degree in Business Administration, Accounting, or related field
- Experience processing payroll or preparing taxes
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