RFM Group is a well-established accounting and financial services firm with offices in Midland and Mt. Pleasant. We are seeking a full-time administrative assistant who is efficient, well-organized, and detail-oriented. Tasks will include customer service and back-office operations for our financial services division. This is a support role to assist in providing customer care and not a financial advisor role.

To be successful in this position, candidate should be professional, polite, accurate and comfortable with computers and general office tasks as well as being able to maintain client information in complete confidentiality. Majority of time spent will be in the Midland office but occasional training and projects take place in Mt. Pleasant.

Responsibilities:

· Placing trades as instructed by client or advisor

· Setting appointments for advisors and preparing portfolio reports

· General office tasks, such as mail, scanning, filing, answering multi-line telephone system and greeting and assisting clients

· Assembling tax returns and financial statements.

· Running errands locally to clients, banks, UPS, the post office and any other local destination required in the normal course of business.

· Communicate effectively with clients and co-workers

· Able to prioritize and manage time effectively, including time sensitive tasks

Preferred Qualifications:

· Proficient in Microsoft Office Programs (Word, Excel & Outlook), and Adobe

· Experience in, or knowledge of, the financial industry

· Familiar with QuickBooks

· Previous light bookkeeping experience

· Strong attention to detail

Compensation and Benefits

· Full time position – approximately 40 hours per week

· Hourly rate starting at $16 but higher salary is possible commensurate with experience

· Health insurance, 401k plan, paid vacation, personal, and sick time

Job Type: Full-time

Pay: From $16.00 per hour

Benefits:

• 401(k)
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime

Ability to commute/relocate:

• Midland, MI 48642: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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