Job Description

At Apogee, we don’t just offer jobs; we provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful.

Here, you’ll find:

• A Culture of Excellence: Work alongside high-performing individuals who share your passion for quality and innovation.
• Empowerment and Support: Define what success means for you, and let us help you achieve it.
• A Mission that Matters: Make a difference in the lives of families, helping them achieve financial security and enduring legacies.

If you’re ready to aim higher, work smarter, and grow further, join us at Apogee Wealth Management. Together, we’ll redefine success and deliver excellence.

Role Description

As a Financial Services Administrator at Apogee Wealth Management, you will be responsible for several day-to-day tasks, such as compiling and organizing financial data, preparing reports and documents for meetings, and managing client files and data records. This role is focused on managing the clients' experience when they visit our office and providing administrative support for the firm.

This full-time, on-site role will be located in Northville, MI.

Duties

• Greet and serve clients when visiting the office
• Manage conference room calendars and availability
• Maintain client and prospect files in our G-Drive and CRM(Wealthbox)
• Assist with technology, licensing, and compliance recordkeeping for the firm.
• Maintain office supplies and equipment
• Assist with organizing client and marketing events

Qualifications

• 1-3 years of experience in financial services administration or a related field
• Excellent organizational and time-management skills
• Strong attention to detail and accuracy
• A warm, welcoming, and professional demeanor with strong rapport-building skills
• A passion for excellence
• Conscientious and detailed
• Takes directions well with a commitment to understanding the direction given
• Proficiency in Microsoft Office suite and Google Drive/docs.
• Excellent verbal and written communication skills

Starting compensation - $35-75k/yr

*Potential for bonuses

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