Location: Saginaw, Michigan
Employer: F. Carter Associates / D.B.A - Commonwealth Financial Network
Job Type: Part-Time
Position Overview
F. Carter Associates is seeking a dependable and detail-oriented Administrative Assistant to provide administrative support and help maintain the smooth day-to-day operation of the office.
This position may be especially appealing to experienced professionals, retirees, or individuals seeking meaningful part-time employment in a professional office environment. Applicants from all backgrounds are encouraged to apply if they possess the skills and qualifications necessary to perform the work successfully.
The Administrative Assistant serves as a key point of contact for clients, assists with office operations, manages paperwork, and supports the advisor in maintaining efficient business processes.
Essential Duties and Responsibilities
- Complete all forms accurately and submit them within one business day.
- File client statements, correspondence, and agreements so that all client filing is completed within five business days.
- Track pending business paperwork and update pending business summary sheets for advisor review.
- Track and tally outstanding work on a weekly basis.
- Handle client phone calls when appropriate and transfer calls to the advisor when necessary.
- Anticipate and proactively support advisor needs.
- Update and maintain CRM systems.
- Perform mail merges and assist with office mailings as directed.
- Utilize office software systems and available resources efficiently.
- Make recommendations that improve office organization and efficiency.
- Regularly review office communications, updates, and notices and communicate relevant information to the advisor.
Qualifications
Required Skills and Experience
- Exceptional attention to detail.
- Minimum of five years of administrative experience or three years of experience within the financial services industry.
- Demonstrated ability to work effectively in a fast-paced environment.
- Strong organizational and time management skills.
- Ability to perform repetitive tasks accurately and consistently.
- Ability to complete forms and documentation with a high degree of accuracy.
- Proficiency with Microsoft Office applications, including Word and Excel.
- Ability to follow instructions and established procedures precisely.
Preferred Qualifications
- FINRA Series 6 registration is beneficial but not required.
Ideal Candidate
The ideal candidate is organized, dependable, professional, and enjoys supporting others behind the scenes. Individuals with prior office, administrative, customer service, banking, accounting, insurance, or financial services experience are encouraged to apply.
Retirees and experienced professionals seeking part-time work are welcome to apply.
Work Environment
This position is performed in a professional office setting and involves regular interaction with clients, office staff, and business systems.
