Full timeAdministrative

Executive Assistant

Waggoner FinancialLansing, Michigan🇺🇸United States

Quick overview

SeniorityMid Senior

Employment typeFull Time

Work modeOn Site

LocationLansing, Michigan, United States

Data EntryMicrosoft OfficeSchedulingMicrosoft Excel

Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
Support CRM data entry and maintenance to keep client records accurate and current.
Handle general office administration: mail, supplies, vendor coordination, and expense tracking.

Strong written and verbal communication skills, with a professional and client-first demeanor.
High attention to detail and comfort managing multiple priorities in a fast-paced office.
Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
Discretion and sound judgment when handling confidential client and financial information.
A proactive, self-starter mindset and genuine interest in supporting a collaborative team.

Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.