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American Group Retirement Strategy Centers - Southfield, MI


Administrative/Marketing Assistant Service Team Member

Job Description:

A Southfield financial services company is looking for an experienced Marketing and Administrative Assistant. This position is ideal for a well-organized person who enjoys multi-tasking, working with both technology and people, and is looking for a career in the financial services industry.

Key Duties and Responsibilities  

  • Provide administrative support to Financial Advisor's practice for effective service and maximum sales performance.
  • Introduce advisors to Marketing Gateway; Content Library, Social Media tools and Newsletters on Demand.
  • Provide instruction on ComplianceMax; User and Quick Start Guides.
  • Review Social Media requirements, training and Erado Installations.
  • Provide sample Marketing for Client Kit Folders.
  • Consult and guide Financial Advisors in the setting up of their website with FMG Suite.
  • I Doc for Compliance documents.
  • Account View orientation and instruction.
  • Assist Financial Advisors in initial phase of moving website through compliance.
  • Orientation on filing DBA’s and other forms of submission.
  • Submitting as well as creating business cards, letterhead, etc.
  • Creating/Re-creating advertising and submitting to compliance for approval.
  • Scanning, updating data bases as needed.
  • Event planning, miscellaneous projects as needed.

 Desired Skills and Experience

  • Exceptional oral, written and interpersonal communication skills.
  • Strong technical skills.
  • Detail oriented with solid follow-up capabilities.
  • Committed to delivering exceptional customer service.
  • Database maintenance experience, such as Salesforce, Access or Redtail.
  • Must be proficient with Microsoft Office, Excel and PowerPoint.
  • Professional appearance and demeanor.

This is a full time position, 40 hours per week M-F 8am-5pm

We offer: competitive wages, full benefit package to include Health, Dental, Vision, Disability, Life, Company match 401K, PTO and Paid Holidays.

All interested candidates, please reply to Lori Byrum by email to [email protected] with your resume and a cover letter.